Vanadium Follow-Up
Date: Sep 5, 2018
Summary
I wrote an article on the bull case for Vanadium last Jan.
Since then, Vd prices and some related equities have soared.
This article updates the situation and changes some recommendations.
On Jan. 29, 2018, I wrote this article about Vanadium (Vd) as a commodity and about investments in Vd miners. I was bullish on Vd for several reasons and was also bullish on two miners:
Largo Resources (OTCQX:LGORF), Toronto symbol LGO
Advanced Metallurgical Group (OTCPK:AMVMF), Amsterdam symbol AMG.
I also noted Bushveld Minerals (BSHVF), LONDON SYMBOL BMN.
Since I wrote the article, most of these have done very well:
| Price Jan. 29 | Latest Price | % Change | |
| LGO | 1.28 | 2.80 | 118% |
| AMG | 43.56 | 42.54 | (2)% |
| BMN | 8.70 | 22.8 | 162% |
| Vd2O5 (Metal Bulletin) | ~ $13 / Lb | ~$18 | 38% |
It’s been a great run except for AMG, particularly in view of a bear market for most mining stocks. More about this further on.
