Packing a punch. With a high-grade global scale Resource near DFS - Australian Vanadium (ASX: AVL)

Matthew Gordon,
Ptolemy Capital


Working towards the DFS and optimising his options as he goes. A good strategic partner with cash would be welcome signal. We feel he will get there with the vertical integration he strives for but quite small at the moment (with some the concerns that brings). Could however be a very cheap addition to ones portfolio especially when the market sees Chinese rebar regulations kick in and the right type of strategic partner step up. We see some discomfort and uncertainty from retail investors but institutions seem more confident on Vanadium

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