AVL australian vanadium limited

Serious question re/ AVL and TMT, page-120

  1. 1,666 Posts.
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    There are definitely many catalysts that could pop up in the next 2 years that could see AVL rise to previous highs.

    Further government support, battery sales made by vsun (building hype in AVL) offtakes, etc.
    But I think the big wildcards are outside the company itself, and AVL has always been well placed and well known enough to take advantage of positive sentiment in the V space.
    e.g. Vanadium having another run, battery uptake or major government investment in grid storage, hopefully our government but international as well to create some hype around vanadium and at some stage create more v demand.
    And worth mentioning as it seems to go both ways, AVL and neighbours have been mostly coupled SP wise and one having a lot of investment has always been a positive for the other, so potential there if TMT sees any type of progress as timelined over the next 2 years I see it only as a benefit for AVL.
    I would say dilution is the main thing you need to worry about too much over a 2 year investment in AVL, but despite the aize of the register now, AVL's SP is still pretty nimble when things are in favour and doesn't seem to discourage buying at all.
    Market Cap still has a large upside in my opion that I don't see getting diluted down in such a short time, especially with current cash on hand.
    Wish you luck!
    Last edited by RhysT: 18/07/22
 
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