Im with you gjouro and wasnt being critical. Doing my DD over...

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maxter

5,774 Posts.

1707

12/06/17

20:22

Post #: 25232406
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Originally posted by gjouro ↑

Maxter, I completely agree, and my comment is not meant to be undermining the value of TiVAN at all, just to add a perspective, for in mining in general. Just how TiVAN change(d) the economics, this may be the next step. Once again, I hold TNG and continue to do so.

But looking at the metal co-companion wheel, which illustrates which other metals accompany base metals in ore, eg vanadium accompanies aluminium and iron, but at 'low grades'. What if in 5-10 yrs all vanadium in the residue from aluminium or iron will be separated with the right geology? No threat yet, but a glimpse into the near future? May make the 'cobalt cliff' less high if you you can separate uncommercial low grade cobalt that accompanies copper for example. Can you imagine all the cobalt in copper mining residues? No more dependency on China for rare earth metals etc. If this technique takes of, it will have a massive impact on mining in general, but especially on rare earth and tech minerals, which is exciting.

So I agree at this stage with you, and getting as much vanadium out asap to maintain the momentum for VRB is important and hopefully we all will make money from that, but wondering how the landscape looks like in 5 years time, IF this technology takes off, just how TiVAN changed the game.

http://advances.sciencemag.org/content/1/3/e1400180.full

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Im with you gjouro and wasnt being critical.

Doing my DD over past iv looked at whether TIVAN can be overtaken. Iv been concerned that delays may cost TNG its edge. That included looking at inter alia Vanadiumcorps current research and what traditional extraction processes achieved and difficulties they presented.

TIVAN at the present looks to be the only truely viable option that economically extracts all 3 metals at a high % and grade.

I still harbour the concerns that continued delays will alter supply demand ratios which currently favour TNG for different reasons. The most immediate concern is as you state that we just may miss the current waive or surge created by VRF demand. I mean the Sumitomo, EMC triangleation is an example. Queensland only last week put up for tender a massive sustainable energy/storage contract and our consortium could be participating in that but will we be! With these continued delays i suspect not.

Love the fact that this stuff is falling for debate as if nothing else its telling our BOD its time to do everthing they can do to get through the log jam.

TNG Price at posting: 13.0¢ Sentiment: Hold Disclosure: Held
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