The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Does anybody have a good explanation for the sudden fall in production output of Chinese V2O5 producers in October as well as the drop in vanadium nitride inventory that is shown under "Operation Data" at the bottom of the Asian metal website? Would be grateful for any information/insight regarding this!
Not at all unexpected though, it was already included on slide 14 of the November Presentation, even with an example from the same company that now conducted the study. It was announced for Q4 2021.
For those of you that are not aware, last week Friday Crux Investor announced on twitter that there would be an interview with Helium One coming out this week. Can't imagine DM committing to an in-depth interview without some good news...