RE:RE:RE:After such a great year....I think part of the issue became clear on the call when Lee Cooperman said that “we all use the same consultant”. I, at least was reassured that many in the industry were saying this supply fundamentals remained unchanged. The problem is a whole bunch of people were just repeating what one consultant said, and that person turned out to be very wrong.
From where I sit, the current cycle has ended. Time to dig in for years, or move on. Very unfortunate, feel cheated by what took place, but I suppose that was the risk/reward of vanadium.
The so is ridiculous when you consider the cash. I hoped for more from management, I think they failed shareholders in handling the decline.