AVL australian vanadium limited

Significantly (~1/8) less but HG. AVL Profitable below $US10/lb...

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    Significantly (~1/8) less but HG. AVL Profitable below $US10/lb so comparisons end about there.

    KRC will also be profitable where V prices are and are likely remain, but don't get full value for a LOM beyond 20 years. Need to measure large resources on DCF basis not straight tonnage imo.

    Discl.. position in both as at today
 
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