Great to see other doing good research on Vanadium, and well done on the Lithium stocks...
In fact my FA on Vanadium agrees exactly with yours.
I have zero doubts that Flow batteries are going to be much superior to Lithium in a very short time for stationary applications. They are now but need a little time for commercialization. I mean if they get to mass production they will kill Lithium for home and commercial storage because it makes perfect sense. If they can isolate the consumable parts further for quick replacement well to be honest, I don't see any viable alternatives in the next decade.
Also, the use of Vanadium as the anode for a Lithium Vanadium concentrate was the tipping point for me to get in early. A lot of the other advances like lithium Air are too far in the future and certainly a long way from commercialization. Lithium vanadium ticks all the right boxes for the advancement of mobile storage.
ISSUE for VANADIUM
So the issue for me is not the future of vanadium which is why I got in without too much serious FA. The issue I see is more a marketing and commercialization one and why I mention the 3 years. At the moment there is no stand out and dynamic major players working on commercialization. For example, no Tesla that can excite the world without actually doing that much. It is ludicrous to me that so many are putting massive research into Lithium and I can't see that for Vanadium. So the pointers I will be looking for is attention from some big multi nationals and a lot more press. For this reason i still see Lithium as number one for home storage even though it's quite obviously inferior for those stationary applications.
So how long before we see commercialization that gives Vanadium a big boost. That's where I see the three years. Not to be better but to be active enough in the market that those increase provide a catalyst for strong demand.
ISSUE FOR AVL
I really do like this little company. I like the change of name and the move to become involved on the marketing and sales side. I think the direction they have shown is spot on. They need something to get them through until we see that demand starting to drive investor interest. What worries me is if they have the board experience and boots on the ground to do that at low cost. I handle the export marketing for my company so I know it's a big ask but the right people can do it cheaply. They are right at the best point to do it. If they can get the deals with the Europeans and tie them up. Then we can look to involving the power companies. It's a short window because the Chinese will reverse engineer the Euro designs and then start dumping within a few years.
That's where the issue is for me . How to minimize dilution while moving forward to commercialisation so mining could be timed for maximum effect. I like shares like this where getting in early has the potential for huge gains over a few years but I am always mindful of the risks as well.
Still plenty of work for me to do. I wonder did you do any work on our current management?
AVL Price at posting:
1.0¢ Sentiment: Hold Disclosure: Held
(20min delay)