I follow the threads on most (not all) of the Vanadium plays on the ASX. The folks over on TNG are speculating that we are also assessing the Tivan process, or if not are on a very slow boat to China to get our own process scaled and proven on a commercial basis. Do you think there is any credence to their thoughts or is that wishful thinking on their part - given that Tivan royalties is a more likely income stream than Mt Peake mine?
I was a TNG holder for a number of years but have finally given up due to the lack of progress. If they do finally get consent to mine I will re-evaluate them but very happy with KRC at this point in time. For all the reasons AB has listed in his post.
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