AVL's Opex is in the first quartile too, and their key numbers like Capex, NPV are much the same as TMT. But their payback period is stated in their BFS as 7.3 years, at which point many investors shake their heads at such a high number. We don't yet know this number for TMT, but it is likely to be in a similar ballpark, if our Capex, Opex are similar to AVL. That's why its important that TMT provide these key numbers to the market ASAP. I'm sure all TMT investors are hoping it will be much lower than 7.3 years, but we simply don't know yet.
table from VR8 preso, Feb 2023.
All IMHO, DYOR
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