I'm a holder of KRC, but have been open to AVL for ages also.... just happened to buy the other first when I was going through DD and shopping for a V to add to my Co. and Li.
all good points... it's difficult to make clear cut comparisons on company SP because there are so many factors (other resources, and processing methods), but lets assume the thread ignores the non V resources that KRC have. ( 99.5% Titanium Dioxide benchmark reached, 27 Million Tonne Fluorite)... that is what gave the SP some of the largest boosts recently...
Anyway, lets look at the V.
My impression from the Ann's was that traditional salt-roasting method was not going to be used for the production method... I could be wrong, but that is what I read.
I agree, the concentrate chart is pointless unless some kind of $$$ are also shown to how it gets to that concentration...
The biggest challenge for KRC is focusing on providing the flow sheet.. cost of extracting the ore and producing the final product stuff ... lets see if it can turn a profit... clearly that is where 99% of their effort should be right now... a swing and a miss would be a disaster for the company... a big hit, and they do quite well.
Neither of those 2 possible outcomes will impact AVL in any detrimental way.
Time will tell.
GLTAH of both.
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