Even if they got one year at these booming Vanadium prices, they'd get meet a lot of the cost of the plant.
I don't want them to miss this boat when....
Atlantic Windimurra won't take much to restart - 7500tpa back on the market.
atlanticptyltd.com.au/projects/windimurra
Both Largo & Bushveld are taking expansion due to already making a mint in the past year.
It should be all systems go as soon as the ML is approved.
They need to break ground H1 next year IMO. A fast track project to capitalize on the high V price. Once they've paid off the plant, doesn't matter so much what happens to the V price as with TIVAN they are projecting a low opex at $2.50lb
TNG Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held
