RE:My takeI feel like I'm in a movie experiencing a different reality than everyone around me. I only have access to free info before getting hit with the paywalls but even the headlines I can see without paying show vanadium dropping on a daily basis.
Mgmt bungled our best egg to get through the early battery years (iron ore), this is going to be very expensive against a backdrop of weakening vanadium.....do they even have a battery to deploy? When did they last actually put one into operation and why is it so hard to find out?
Royal Bank and AW are crazy, there's no basis for $25 in a year.
I don't see the strong fundamentals and I don't see vanadium over $9 for long but I seem to be on a island.