TNG versus other Aussie Vanadium hopefuls

Keen to get some views on TNG versus other Australian Vanadium hopefuls.

I have been invested with TNG for 7 years and we all know how that is going so far. My portfolio is overexposed to TNG.

I also have a much smaller exposure to AVL. I always thought TNG was a better play and maybe it will prove to be the case someday.... But this morning I see AVL with a Market Cap of over $160m and TNG with a Market Cap of $75m.

Would welcome some educated views on how you rate TNG versus the likes of AVL, TMT, KRR and others. Views on the business opportunities and the capabilities of the people running each woild be greatly appreciated.