AVL australian vanadium limited

Hi Rhys, and for the purpose of maybe getting a bit more...

  1. 20,983 Posts.
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    Hi Rhys, and for the purpose of maybe getting a bit more discussion going here, I understand that you are jaded with past management.
    I also understand that not much of any ‘behind the scenes’ work by our new management has come to to the announcement stage yet (at least not at this company)…
    However there’s plenty of light been shown on some of the behind the scenes activities including Graham’s breakfast with the US Energy Resources Assistant Secretary, Ambassador Geoffrey Pyatt (who clearly did NOT come all this way just to see the quokkas, and who certainly wasn’t meeting with people for no reason at all!)

    -If you look at the bigger picture where this followed the AUS Pm trade visit last year, and all the things which the US Ambassador, Caroline Kennedy said at Paydirt this week, including about others going ahead to prep the ground, and how in just the last two years
    “.. three landmark pieces of legislation to accelerate the global transition to a green energy future. Taken together, over the next ten years, these laws will invest and incentivize an estimated $1.5 trillion into research and development, clean energy and electric vehicles, and infrastructure and supply chain security.”
    - And so much more
    - And, well to me, however Pollyannish my emotionsl perspectives, this LOGICALLY adds up to the fact we do have a management who is currently achieving plenty.


    Beyond this the Wangara Electrolyte facility has been built and opened,
    Less than a month back ‘Pilot testwork achieves greater than 99.9% purity vanadium pentoxide from Australian
    Vanadium Project ore.’
    Woods progressing its combined entities studies with the full picture to be revealed before EOFY, but we know that this month (and I think there’s only five business days left in April now?) we’ll be getting the combined resource update….


    Gee Rhys … as said I understand you’re weary but I see no reason at all to use the same ‘paint brush’ on a deposit that’s doubled in size, under mostly new management, already backed by a very powerful mentor in RCF, at a time when vanadium flow batteries are beginning to be more recognised, the tech to make them lighter and less expensive is improving all the time and government has just stated major support to back Australian critical minerals through foreign price squeezing.

    All just my view however and as you say the price has not shone so far and in fact - even now - we remain under a crucial price level where I think most TA investment experts would shake their heads at the risk .
    And we’ve got a comet trail of 8.6 billion shares or whatever it is …


    Cheers
    Last edited by sabine: 19/04/24
 
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