See Iron Ore Industry. If there is a massive shortage of supply, like it seems we could be heading towards with Vanadium, then basically the price of vanadium going up will make these projects viable until there is an equilibrium in the supply and demand. During that growth phase, all the companies will be obsessed with production. Once supply surpasses demand, then price drops and the focus turns to where all the producers are on the cost curve and who can survive or reduce their operating costs.
So I agree AVL and TMT should be positioned well for the long term, however do not discount the others in the short to medium term.
See Iron Ore Industry. If there is a massive shortage of supply,...
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Last
1.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $129.4M | |||
| Open | High | Low | Value | Volume |
| 1.5¢ | 1.5¢ | 1.4¢ | $204.2K | 13.70M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 32 | 15646519 | 1.4¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.5¢ | 10893896 | 5 |
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| Last trade - 16.10pm 18/09/2024 (20 minute delay) ? |
| AVL (ASX) Chart |