"I believe US players will try to tie up good sources of supply from reliable political partners. AVL’s board composition says something about this path."
The elephant in the room? wink wink
Some great posters in this 'blast from the past' thread including (but not limited to) the legendary @red-frog and @Scarpa. Looking forward to your future inputs, especially when the BFS drops.
"forget about TMT"
Just watched the 'neighbours' latest presentation... only reinforces my faith in AVL with V.A. at the helm, and our very impressive, experienced team.
Ideally AVL should have secured all tenements in the strike early on, negating this discussion. TMT even called their project the same as AVL's - we had to change ours to avoid confusion.
They have now rejigged with a 'staged' Yarrabubba development and have a LOI with Sinosteel - could actually be a winner...?
SOI gets mentioned a lot, but irrelevant - inevitably AVL will consolidate at some stage. MC is more relevant.
I notice AVL has been talked about a lot on TMT's page and their posters like to 'chime in' here in a derogatory fashion, but not visa versa...
Time to store this energy safely with a residential VRFB... Booming rooftop solar growth pushes renewables to 28 pct of energy mix↩️ James Fernyhough1 April 2021 "As for batteries, the CEC said by the end of 2020 there were16 utility-scale batteries under construction, representing almost 600MW of new capacity. On top of that, Australian households installed 23,796 small-scale batteries with a combined capacity of 238MWh."
Vanadium price rise slow, steady and sustainable this time. Perfect for VRFB uptake and AVL/VSUN... (click on pic for latest price movements).. GLTAH!
AVL Price at posting:
2.4¢ Sentiment: Buy Disclosure: Held
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