Emotions aside, the financial metrics for the TMT mine are demonstrably better than those for the AVL mine. Just compare the existing numbers published by both companies :
Then you have to add to TMT numbers the contribution from Yarrabubba, and ballpark estimates suggest this could essentially double some of the earnings numbers in the first ten years of mine life (post # 58603199 ). It's really a non-brainer that TMT has more potential upside as an investment. The recent upward trend in the SP for AVL, and downward trend in the SP for TMT, has only widened this value gap (making it even more attractive for new investors to see the extra value in TMT). An entry point around 30c is really a steal, and I have been adding to my position as and when the SP occasionally dips below 30c.
All IMHO, DYOR
TMT Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held