AVL and KRC comparisons
AVL keep talking about grade of Vanadium in the ground, but not their concentrate grade.
AVL concentrate is around 1.5% V
KRC concentrate grades up to 2.5% V
Everyone appreciates that concentrate grades are paramount to economics because of high acid cost and usage.
KRC’s JORC resources is 1600% larger than AVL (not a typo)
AVL hardly ever mention their metallurgical pathway to high purities 99%+ of V, only what they may do with such grades if they ever achieve them.
With KRC, high purity Titanium and Iron could prove to contribute as much as 60% to future revenues
AVL have started talking about trucking unprocessed 1.5% V ore to Geraldton for export ... show us the economics of doing that
KRC have the Wyndham port and the Argyle hydro electricity 30 kms away for processing
AVL neglect to peer compare themselves against KRC ... (and we should by now all understand why)
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AVL and KRC comparisons AVL keep talking about grade of Vanadium...
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