The BOA with Japan company had our product for 2 years and have now pulled the trigger. One can assume this will provide pressure on the other 1 mil tons of LOI out there to question will they miss the boat? What a position to be in. The other companies with our sample product must also be similar timeline to their investment decision one would imagine. With global declining supplies actions speak volumes. I followed a couple of vanadium coy's for years and they still haven't received one BOA with completed dfs, this again tells me we have the fundamentals of what the market is chasing. low capex, excellent end product and consumer demand. Floodgates are about to open is my gut instinct.
General comments/chat, page-17323
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