Have a read of this, it's worth your time and has content about recycling and lithium, but frankly low value in recycling that's why Li-cycle crashed. NMT needs to forget cobalt and do LFP or get outdone by new startups.
BMR YEARBOOK - Battery Materials Review Ltd
Secondly, I never knew about this from AVL,
"Neometals Term Sheet
AVL signed a term sheet with Neometals Limited (ASX:
NMT and AIM: NMT) in January 2023 to investigate
opportunities for AVL to purchase and further process
the co-product vanadium and iron concentrate generated
from Neometals’ Barrambie Project; and for AVL and
Neometals to co-locate and/or share infrastructure near
AVL’s processing plant site. The term for the investigation
was extended in October 2023 to 23 October 2024"
my own thoughts about Vanadium is highly influenced by my shares in a competitor which is far lower in capex and opex than either the fantasy that NMT had in Finland and AVL, and they also can't get the money. So the dream of Vanadium being the next lithium is 2025 at the earliest.
Have a read of this, it's worth your time and has content about...
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