RE: Powering Cities27 Jul 2019 09:36
@Berserker - I don't see arrogance from the well researched LTH's. I see plenty from the wannabe's who pop up.
While I do have sympathy for the view that the BB does tend to jump down a few throats, it is always in response to petty, meaningless or plainly wrong 'facts' posted usually in a manipulated or malicious way.
For example, your assertion that 'they didn't see the vanadium price drop did they'. You pull one (possible) 'fact' to make a generalisation ignoring the overwhelming 'facts' that have been proved right. (And no, I am not going to respond to a 'list them then' response - that question would rather demonstrate my point).
Actually, if you look back over the past year there was much disquiet about the Vandium pricing going over $100 as the maths just made VFRB viability questionable (possibly even with a leasing model). SPA got some abuse for their model using such apparently lower future vanadium pricing, but they had more insight and have been proved right. I am betting many (including me) have learned more about the vanadium spot price and drivers.
So while your post has a loosely valid point - people need a bit more of a chill-pill sometimes, it is clearly worded to stir it up.
Another reason I am not posting much ... until we go into a sustained bull (or bear) there is not a huge amount to talk about