One of the advantages TOE have is a sizable Vanadium co-mineralised with Uranium deposit - curious if this is the opportunity here. Given AVL's (near-by) electrolyte plant is now operational and Vanadium is one of the critical minerals on most country's critical minerals list. Aside from the U in the ground, the urgency around Vanadium will assist in getting the approvals stood up post the miss on the "substantial commencement" clause that everyone has previously commented (at length) on. If you re-read the operations reports TOE spent a lot of time on the Vanadium aspects of his deposit, and JAURD has the option on Lake Maitland for U but I haven't studied it enough to understand if that would include the Vanadium as well. Will be very interesting to see what drops on Monday. (Note: pure thought bubbles on my part ..... I am very curious as to what this is about).
TOE Price at posting:
48.5¢ Sentiment: Buy Disclosure: Not Held
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