RE:RE:Interview with Mark S.Molycorp was/is a fiasco but I don't think that this was the work of MS. Molycorp is mainly a producer of minerals that are in oversupply with no enough demand to justify its production. The Molycorp mine is rich in LREE but contains very little of the most valuable HREE required by the market. The fact that the share price ran upto 80 reflects a combination of factors (buble effect, manipulation, China limiting the export of REE, etc).
Do we have the same conditions in the market for Vanadium?
Do we have hundreds of producers or wanna be producers in this sector?
Does Largo has a product of high quality that the market needs?
Is/will be largo a low cost producer?
Regarless of current market conditions, there is real for Vanadium and Largo is one of the first companies to come to the market with a product that is needed. How many other primary producers of Vanadium do you know?