It would appear to me RCF is continuing to build a steak in AVL......some very big trades 2m plus last two days. The Q is will they want a board seat as they did with TMT.....They had one with TMT for a fair period and would have considerable inside knowledge. Their future plans should be made clear in the interest of all parties. IMHO TMT is at least a year ahead for V2O5 production.. AVL ahead in battery and electrolyte ...a good fit. Eventually the demand will need supply from both. A clear view of their future would assist both companies. I have previously spoken to Vince to amalgamate but differing ore bodies (not location) make amalgamation into one plant impossible.
Lets pressure RCF to demonstrate their clear objective.... If they like vanadium..why no get into leasing electrolyte for batteries......THAT WILL ASSIST ALL BATTERY DEALS
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