The Difference a Month MakesWell, what a difference a month makes, last month, I wanted the battery and vanadium sales to be secondary.....I thought they were nuts not to be putting massive efforts into the iron ore while the market was hot. Now, I want them to abandon that completely and focus on battery/vanadium
if China is slowing, we need to get back to focusing on being a low cost producer. Also, obviously the downside of vertical integration is a bunch more costs if we aren't selling batteries......I had really hoped the iron ore would carry the battery ramp up years- that no longer looks like a reality