Demand will drive TMT to the roof, page-2

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Troydt

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12/09/22

06:29

Post #: 63640072
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Originally posted by sydney: ↑

Headlines have been talking about countries and investors’ interest in Large scale vanadium flow battery. The success of the Dalian’s world biggest vanadium flow battery will certainly pave the way for the widespread of the vanadium battery storage Technology and no doubt, TMT will emerge as one of the biggest beneficiaries

-the Canadian renewable energy group BCPG is investing through Ivanhoe electric and involved in a 200 MW/500MWH vanadium battery system in Hubei province in China

-the Singaporean VFlow Tech’s Power Cube company is partnering with Seoul National University in South Korea on Electric Vehicle charging stations project

- that is not to mention India and their intention to work with Australia and the QUAD on securing green energy

-Here in Australia, the government has made it loud and clear they are supporting and helping potential vanadium producers

That is why the announcement of environmental approval will mark the start of a bright future for TMT. It is just a matter of when the announcement is out not if

patience is required, in the meantime, I keep building my strong position , but that is me, not an advice to invest

Please DYOR, I do

Cheers,Sydney

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I am actually astonished with the vanadium macros at the moment.

- Tight Supply market
- China / Supply in lockdown
- VRFB forward demand 300% of current supply
- Vanadium price at the bottom of the cycle

And the V price at the bottom of the cycle and TMT currently seeing no benefit.

Has to explode to the upside!

TMT in the box seat

TDT

TMT Price at posting: 36.5¢ Sentiment: Buy Disclosure: Held
12 Upvote

0 Great analysis

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Demand will drive TMT to the roof, page-2

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