VUL 12.4% $4.89 vulcan energy resources limited

Nice mate.Been on my watch list for 12 months, jumped onboard in...

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    Nice mate.
    Been on my watch list for 12 months, jumped onboard in April all on VULO.
    Hesitated on heads when it was 16c frown.png as was assessing risks.
    $8-$15 is my LT expectation on 12 months steady state at 30ktpa with further scale ups in the works.

    Good timeline on 2030, I expect some industry disrupting tech in the industry starting to appear about 2030 onwards in new material and methods for cost reduction batteries and fuel cells, lots in R&D and early stages but the momentum will favour us until then.

    Hydrogen power is going to take heavier industry vehicles and I am establishing early position in Aussie commercial producer,
    Hydro economy early opportunities are not to be missed, once in lifetime opportunities IMO
 
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