RE:RE:RE:If looking at othersThere are plenty of possible Vanadium stocks to consider and everyone has his favourites. Please read this: https://seekingalpha.com/article/4208605-vanadium-miners-news-month-september-2018
All new mines say they will start producing in 2 or 3 years, so we will have to deal with a lower V-price then. Operational cost and CAPEX are thus important. For this reason TMT is not an option.
What I consider to be an interesting possibility is Syrah resources. They have a mine running with some startup problems but with a additional 80mio can they start producing. So less CAPEX, less risk since they are already mining. Syrah is trading 'low' currently because of these startup problems, so perhaps an opportunity.