it wasn't blastfurnace but was someone else who was a...

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Therookie88

2,711 Posts.

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14/06/23

15:49

Post #: 68284117
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Originally posted by RhysT: ↑

May be really stretching my memory here, but I think the guy running mastermines is former HC user 'blastfurnace' and was a pretty well respected source of technical knowledge. Also stretching my memory but it might have been AVL or TMT that threw some money his way a while back to promote relationships is Singapore or something? I may be miles off the mark there mixing up holdings and names so don't hold me to any of that.
But if memory serves somewhat correctly he was a holder of AVL quite a while ago and has followed this resource closely for a long while as well as the vanadium story, and i'm sure he has an opinion on who will be the next vanadium mine..

As for the vote for TMT on that page, it's kind of funny the vanadium scene atm with several companies pushing to get to the final finance/construction phase, and many people chirping on rival or neighbour threads... I'm at the stage of thinking, no one actually knows where even their own holding is in regards to distance to the finish line, so proof will only be who actually gets there first.
For me, bias or not, I think TMT is closest to approvals, so have the best shot of filling any gap in the vanadium space first.
We all hope that the supply/demand gap grows with vrfb to accomodate multiple mines in future, but we can all agree there isn't some screaming deficit right now, so being first in with financing is huge in the current market, and will probably make it a lot tougher for 2nd, 3rd, 4th down the line to justify their business case with a company already scheduled to start filling any gaps.

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it wasn't blastfurnace but was someone else who was a popular name on hotcopper "sinkorswim" rings a bell but I could be wrong, if I remember it later I'll post ... he was on the AVL payroll and sung the AVL tune, then jumped on the VR8 payroll and become their cheerleader. when VR8 let him go and couldn't land a new gig he became bearish on new developers.

TMT Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
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it wasn&apos;t blastfurnace but was someone else who was a...

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it wasn't blastfurnace but was someone else who was a...