The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
That is a lot of Vanadium.
https://twitter.com/Paul39078971/status/1692135026220048595?s=20
Https://kfq.neijiang.gov.cn/ - Government website for recently announced 400mwh system
https://kfq.neijiang.gov.cn/kfq/jkqyw/202307/84d2caad66b6468ebef50256ea92d0d6.shtml - full press release
Seems to be heading into a deficit according to Royal Bank of Canada
https://twitter.com/StrategicRes/status/1676274676795068417/photo/2
Will be interesting to see how it impacts electrolyte pricing...
Https://www.openpr.com/news/3105711/focus-on-the-construction-of-all-vanadium-liquid-flow-battery
@TrevorBrooking Tier 1 brokers like RBC carry significantly more weight (particularly with II) than compared to minnows like SPAngel.
CC - Their 17p valuation was based on NAV plus revised Orion refinancing and Vanadium price outlook. This is materially different to their previous broker note because they no longer assume shareholders would be diluted by c50%. That in itself, is significant.
Their blended EBITDA valuation of 7p is just a different method of valuing a company.
Stating either one of these isn't ramping, it is simply stating facts.
He literally has -
no regard for how this company is perceived in the marketplace
no interest in improving market sentiment
no interest in running a transparent risk adverse business where shareholders and new investors can see the true
potential of this company.
Isn't it about time we did something to hold the BOD to account or are people content with the status quo and watching their investment returns go down the pan?
Most Nitro vanadium is produced in Vametco no load shedding issues there no reason for these kind of numbers not to continue.
Largo even confirmed in the fastmarkets conference the other day that US demand for vanadium products is expected to be strong going into 2023. Mostly driven by aerospace industry.