think the point he was making is their best recovering ore is depleted. they will be producing less and it has the potential to bring the cost curve of supply up. Their satellite deposits are average at best. not sure how many years left in the main pit. prob why they are now also producing ilmenite to help offset the lower recoveries and revenues from there v205.
TMT/AVL has the chance to be the best primary Vanadium mine globally.
TMT Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held
