Great reply @sinkorswim and glad you're on this one as it could do with a bit erudite analysis and knowledge of the sector and the wider opportunities in the renewable energy game. Agree this is longer term vision project. Utilities in my part of the world are only just thinking they need to stablise the grid with the increase in solar PV causing peaking problems and demand shift. The cost of new fossil fuel generation is out of the question and battery storage is now in their thinking. But it's going to take time to get the investment decisions over the line with CFO, Board and others. I'm just slowly accumulating on the dips here and build a position for the future.
Vanadium news, page-82
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