Still ontrack dispite God's will27 Apr 2023 12:11
If we don't get anal about targets, production has increased over time, we have a decent stockpile, BELCO is nearing completion - with the prospects of some offtakes, and Vanadium demand is slowly increasing, which will hopefully push the market price up towards the sweet spot. In the meantime we still have Jorc compliant Iron and Phosphate resources, fingers in other VRFB pies, plus lame duck Lemur. The only downside is the unknowns on the CLN - however a production update is not likely to give any detail about that.