it depends what way you look at it, do you buy TMT when vanadium...

it depends what way you look at it, do you buy TMT when vanadium stocks are unloved or do you wait for the spike in V prices which is clearly telegraphed and possibly miss 100 percent gains, there's no right or wrong answer depends on ur strategy.

I'm very comfortable with low prices atm especially with lithium prices booming, let some VRB producers win some contracts and scale up and bring down costs and get established.

don't get me wrong a spike in V price would be welcome but being 2 years out best case from shipping anything it doesn't have as much meaning for TMT as it would if the price was booming during construction.