First warning comes to my mind is the Vanadium supply is controlled by Russia and China
I thought I'd put a trade in strawman here but I don't hold IRL because I see a couple of concerns in their refining project that I need to look into.
This coup from TVN trumps the move by Beament from Northern Star to Venturex which I was quite fortunate to experience.
I thought someone of high calibre like Guy Debelle would have joined a better company than TVN.
I'm sure few strawpeople can think of a few here in the small or mid cap space and are hence just as confused as I am.
Unless he is privy to some information which the public does not know about yet.