Time to kick a goal

Let’s get real
Will AVL and TMT cut their throats and allow offtakers to profit from competition of their two large Vanadium deposits both capable of producing 10,000 tpa and some usefull by products.

AVLhas the larger deposit,TMT slightly higher grades. AVL has a larger proportion of oxide ores (more complex to treat), TMT has slightly more Titanium TiO2.
In mining terms they are close together and its natural they will share a lot of infrastructure (roads,power) WA govt will no doubt rule on this in granting mining rights etc.
AVL is more advanced on a PFS, full parameters being worked on, I would expect around $300m to get going.

It is in shareholders interest to maximize returns in both companies.

VRB.s require V2O5 electrolyte..not all are the same depending ,but only slight difference depending specific battery requirements. This can easily be done in bulk.
With whats happening in China ,Germany and USA and the gatheiring new technologies future deployment of VRB’s, is no longer cost disadvantage to Li-ion.

With Cobalt is such short supply complicated by the need for EV’s a great window is opening for grid storage etc.

My proposition is if AVL in its best interest increases its planned production by 50%. Then overall cost overall would only increase by 20%. This would make all bankers happy as overall profit margin to both companies would improve and be less risky.

Not sure if the two companies are talking together..this is a one time opportunity to do best for all shareholders and the country… It might tip our power companies to get off their A and redeploy VRB.s..Afterall the technology basically strated here at UNSW, Pinnacle VRB and Tashydro…Its a shame we dropped the ball ..now we can kick a goal