I disagree, why do you think AVL and TMT merged. It would be...

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sandfire

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23/09/24

10:48

Post #: 75791871
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Originally posted by vela ↑

"Low operating C1 costof US$4.43/lb V2O5competitive with worldprimary vanadiumproducers, includes FeTicoproduct credit"

From AVL's 2023 annual report

I think one is minimum before losing money and BFS was to project profits and time to return investments at price of $10.50....?

maybe instead of looking at AVL as a Vanadium miner and focus on V price, we should look at AVL as a Electrolyte / Battery manufacturer with a vanadium mine. one of the reasons I invested in AVL is exactly that, if the Vanadium price comes down the batteries become more competitive, if the price go up AVL can mine their own vanadium at US$4.43/lb. We have options either way the market goes.

I mentioned it before, wish VSUN would get into the grid energy storage business.
Neoen payed Tesla $90 million for megapacks and was profitable within 2.5 years. I can only imagine the advantage to reach positive cashflow when you can deploy Batteries at cost of build.
https://www.torquenews.com/video/te...s-itself-25-years-huge-profit#google_vignette

steal manufacturing is going down, meanwhile investments in battery storage in Australia alone is hitting Billions! We are (to some extend) a Battery manufacturer, lets build Batteries and try to grab a piece of that pie..?!

the point I'm trying to make...depending how the market looks AVL could make money by selling:
- high grade Vanadium (and byproducts) mined
- Electrolyte
- operational Battery systems
- the service VSUN provides
- (potential for becoming a BESS provider)

so why only focusing on vanadium price?

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I disagree, why do you think AVL and TMT merged. It would be very costly to start and stop the mine and refinery, just not practical. IMO if this show gets up it has to go from pit to battery as the CEO has often said.
Like everyone else I look forward to the AFS.

AVL Price at posting: 1.4¢ Sentiment: None Disclosure: Held
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