Taken from bmn9 Feb 2018 16:16
Sorry Clark, I started it off with this post, lol :) 'We must be a sitting duck at this price. 59.1% of Vametco. Vametco profits looking enormous. Vanadium supply shortage. Chinese rebar standards increasing vanadium demand by 30% Chinese banning the import of vanadium s l a g. China environmental crackdown 'fueling an already potent price rally' Vanadium prices increasing to multi year highs.. Vanadium production increasing to 3,750 this year and to 5,000 tonnes in 2019. On the lookout for more 'brownfield' vanadium production facilities. Mokopane mining licence due any time. Mokopane development is coming. Brits vanadium, high grades expected. Bushveld Energy, a very exciting sector. Agreements with UET and IDC. Bushveld Energy demonstration battery with Eskom Electrolyte production moving forwards. Coal MOU with Sinohydro. PPA/offtake for Imaloto coal. Coal platform sale/spin off. 17.48% of Afritin. Many other resources. Perfect storm or what!'