The vanadium price is rising, Largo is coming to the end of their high grade supply and Bushveld is a basket case...all tail winds for us to benefit as the next primary vanadium mine....but....please no more puff piece videos....AVL needs a non Chinese partner quickly for credibility....the mine to battery strategy needs a Sumitomo, Invinty ,LG or similar .....they are actively partnering with far less advanced parties than AVL....given current v price and AVL's stated battery strategy AVL will not have steel producer off takes to underpin banking finance.....further necessitating battery partners to assist project build
Bushveld Minerals Q1 Conference Call, page-49
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