RE: richken/alfa4 Jan 2019 03:12
In fairness the markets of greatest significance to BMN are the vanadium market, largely for steel strengthening, and in the future the energy storage market.
All experts that I have read suggest no change to the excess of demand over supply in the next year or so, driving the high vanadium prices, even if they don't fully recover to recent highs.
BMNs growth into a large low cost vertically integrated vanadium play seems set to benefit whichever way the market goes.
Just my opinion.
Regards. Pdub.