I've mentioned many times previously that the only reason TNG's deposit is economical is due to its world class TIVAN extraction technology. Without the TIVAN tech, TNG would also be uneconomical.
QNL has no such tech, hence its an uneconomical deposit. If they chose to licence TIVAN from TNG, different story, different conversation.
I embrace the STT thread for the reason you stated - i.e. to discuss balanced views on themes & stocks.
However @strauss choses to ignore my comments on why a 0.44%V2O5 grade is uneconomical, so this is why I'm not bothering to rebut his comment.
On the STT thread, I try to be as balanced as a can & you'll notice that most of my posts are statements of fact.
Value judgements are not called for in any circumstance & not conducive of a productive discussion.
