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ChemicalBirch

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24/12/24

14:23

Post #: 77178895
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Originally posted by LewisB: ↑

Light years behind nothing is outrageous. AVL have an electrolyte facility, EPA approval is imminent pending minor appeal conditions upheld, they have advanced talks with battery manufacturers and financiers, and most importantly of all, a tier-1 asset with the best grades of any near term producer globally. Grade alone makes it a better investment than Tivan or QEM.
Tivan JV for fluorite is great for Tivan, but you’re posting about it on AVL, which is a near term vanadium producer. Irrelevant. AVL also has Major Project Status from both Aus and WA governments (refer annual report). The PM also visited AVL’s electrolyte facility as AVL have been heavily involved in the Future Made in Australia policy.
Vecco QLD government handout is great for Vecco. AVL have got a massive federal government handout of 49m before, and I would suggest NAIF and ARENA are coming post EPA approval. Your point is a bit moot.
Australian Vanadium have sold batteries to Horizon Energy and IGO. The electrolyte facility hasn’t been operational for a year so two batteries is a good start.
Great for Vecco. AVL have an electrolyte facility big enough for the medium term future.
AVL are importing vanadium, producing electrolyte, and selling batteries. AVL have deliberately chosen to partner with Cellcube/Invinity as 3rd party manufacturers as their units have years and millions of R&D poured into them. It isn’t a competitive advantage for AVL to manufacture them.
AVL ARE partnered up with manufacturers and buyers as per above.
2 million litres of electrolyte is great, no argument from me, but it has nothing to do with AVL. In the current market we have no need to produce 2m litres a year.
AVL likely have future government funding coming too post EPA approval.
AVL have EPA approval with minor amendments noting the recent appeal. Closed out by Q1 2025. It will take 12 months to finance and find construction partners (noting labour shortages in WA). You also note further down your opinion that no new mine can come online at less than $12USD/lb. I anticipate based off in-flight battery projects in China this will take 12-18 months, so this 12 month period isn’t a big deal.
AVL have the plant fully permitted.
AVL have a land-purchase option pending rezoning of the land. Once the land is rezoned, AVL must buy it (in cash and shares) as per the agreement. They as good as own it, without the risk the rezoning fails. Geraldton City Council have supported the rezoning and it now sits with WAPC.
I disagree under $12USD/lb. AVL will have the lowest OPEX in Aus due to higher grades. This figure is more like $8USD/lb. This affects all equally. Currently 80% of the cost curve is underwater so this will change rapidly sometime within 6-18 months.
Current demand can be met at ~$10/lb. Not at these levels as the entire cost curve is underwater. There’s about 15,000t stockpiled in China, once that is gone (1 x 2GWh battery worth) the market will rise again.
All near term producers have the same finance risk. AVL are well positioned with NAIF/Arena, RCF, commercial banks to receive a loan at a higher spot price.
I disagree AVL are a lifestyle company.
I believe in AVL and I don’t care about the others, but you’re posting on an AVL forum so I have the right of rebuttal.

You’re posting on a public forum, don’t tell me when I can and can’t reply to you.

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can’t get the bullet point formatting working on my phone, but you get the point. Tivan doesn’t matter and any more aggresive posts about AVL being a lifestyle company will be reported as cross posting as you clearly have an ulterior motive.
AVL Price at posting: 1.2¢ Sentiment: Buy Disclosure: Held
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