I used to think AVL / KRC were the Vanadium leaders on the ASX....

I used to think AVL / KRC were the Vanadium leaders on the ASX. A lot has changed since late last year including plenty of new Vanadium plays, updated resources and other anns etc..

However I now believe TMT is the leader and the market is (hopefully) starting to realise this. They have the resource size and grade. Metallurgy, PFS, reserve upgrade drilling, DFS kicking off, management in China. imo - they are starting to show-up the others and have a determination to take this resource to production.

Over the next 12 months we will see which companies have the management to take advantage of this stellar opportunity while looking after shareholders... and which don't.