considering you bought the project a few months ago and...

considering you bought the project a few months ago and haven't really started any test work to de risk or unlocked any new value I can assume it's still worth 20m.


Grant is good but at the end the day there is zero guarentees he will be able to develop the project. it will come down to what does it cost to get the vanadium out of the ground and what it costs to build project. if they don't make economical sense doesn't matter who's in charge. clearly he's confident with hes on market purchasing but still he was confident in Peake 12 months ago when it was an absolute dud.

honestly mate you are a long long way from digging anything out of the ground here just look at the new timeline which will be the best case! imo 100m market cap is very steep with all the unknowns and risks to still navigate through, what was KRRs market cap prior to the sale? sub 20m? for TVN to be 5 times the market cap to hold the exact same project is way overvalued to me. TIVAN and Mount Peake have very little value imo when it's been stated they have been found to be unviable.