V Companies on the ASX - Investment Strategy

Hi - just started this thread to brainstorm investment strategy ideas on our favourite Aussie Vanadium stocks

Big picture
* medium-term supply shortfall “projected”, but that’s what all commodities say
* steel consumption in India and China going up (government rollout of infrastructure and modernisation, to maintain electoral legitimacy)
* V % minimum threshold standard in China steel rising over time (earthquake safety / electoral legitimacy)
* V is a strategic metal for the USA & Japan (50%-60% produced in China)
* V upside optimistic case, demand increase from V redox batteries

So given the big picture is at least positive, what strategy for AVL NMT TNG etc?

For a high risk, age 40 working to age 100, WA-focused, junior mining-loving investor, does one blindly invest $1000 in each (out of a portfolio of $100,000)?

is there anyway to work out which of the 3 is more likely to succeed or fail??

I am thinking of how is it possible to pick the “Saracen” of Vanadium and avoiding the “Easterns” and “Gascoynes” and “Blackhams”!!!