Very nice article mate - its in German, but thanks to Google translate, I was able to enjoy it. A few key points from the article which I would like to discuss:
- Quite agree there. Right now, Lithium is the market darling due to its energy storage ability. I don't think investors have as yet caught on to the importance of Vanadium as an energy storage medium that is far superior to Lithium in non EV areas. Vanadium IMHO is the perfect compliment to Lithium in the burgeoning energy storage sector. Right now people just think 'Oh, its used in steel industry. Meh!'.
In a previous posts I mentioned about management being on the ball. The above excerpt clearly shows this. They intend to hit the ground running once the DFS comes out. Therefore,
binding off-takes, finance and FID will all be in quick succession IMHO.
We are in good hands.
