This old post reminds me to question the feasibility of the...

This old post reminds me to question the feasibility of the other players (in this case AVL)
How does a company with Opex of $6.11 make sufficient profit at a current sell price of $7.40, it is pretty tight. Their BFS pitch is flogging Vanadium at $10.50.
As mentioned previously, the Vanadium price fluctuates pretty wildly and who knows whether VRFB's will really have any impact on demand and price in the near term. Sure the Australian Gov't is supporting AVL to a minor degree with some grants, but the market itself over the long term, makes AVL look a much tighter proposition than VR8.
I know where I am putting my money, foreign country or not