As one looks to invest or in my case reinvest in AVL there is difficulty in drawing a line to a potential outcome.
All the noble intentions of a pit to battery strategy and state and federal government rhetoric, to me there are so many more questions than answers.
To get AVL's vanadium into batteries is going to require a project build with an estimated capex of circa A$700-900m.
Who and how is that going to get funded?
Given steel off take agreements for 10,000 tonnes a year as collateral for funding isn't happening given the price of vanadium... How big and how many batteries underwrites a project build and who will do that?
Vanadium for a battery is essentially a one off so the equivalent yearly battery size using AVL vanadium will need to be 1-1.2 GWh per year....so there would need to be potentially binding commitments for collectively 5-6 GWh of vanadium batteries minimum to underwrite a project build assuming a 5 year payback.
Those close to the company in my opinion should suggest to management to include a model/flow chart of how this all comes together going forward and potential counterparties capable of making it happen
All the company sound bites and government slogans doesn't make a compelling case to buy shares in the short to medium unless an ignorant market becomes better aware of the how the potential can be realised.
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AVL
australian vanadium limited
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Last
1.0¢ |
Change
0.001(11.1%) |
Mkt cap ! $86.34M |
Open | High | Low | Value | Volume |
1.0¢ | 1.0¢ | 0.9¢ | $24.94K | 2.652M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
27 | 7479508 | 0.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
1.0¢ | 2205682 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
27 | 7479508 | 0.009 |
83 | 42851783 | 0.008 |
43 | 15871684 | 0.007 |
15 | 7789824 | 0.006 |
11 | 7888889 | 0.005 |
Price($) | Vol. | No. |
---|---|---|
0.010 | 2205682 | 6 |
0.011 | 10368171 | 22 |
0.012 | 7888995 | 18 |
0.013 | 3234597 | 14 |
0.014 | 4213500 | 5 |
Last trade - 16.10pm 23/07/2025 (20 minute delay) ? |
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