pcorb comes over hear and snipes but you will never hear it discuss AVL's 10 year anniversary of feasibility studies, shocking project economics with a +7 year payback on the old numbers, poor early yields from heavily oxidised ore, fantasyland estimates of opex savings from titanium credits, fantasyland diesel price input and laughable innovative processing boast forced upon them due to their bug dust product ( see oxidation profile )
Hats off to Vince for the government grant and they get kudos in the battery space for being an agent selling someone else's battery using someone else's vanadium.....what will kill anyones brain dead thought that AVL takes us out is their diabolical capital structure of +4 billion shares against TMT'S 240 million with the Top 20 owning over 60%.......As I see it the only game is RCF bringing in a 3rd party that takes us both out......as from TMT'S perspective the Jimmy Barnes song comes to mine " You got nothing I want "
TMT now has a very large target on its back, page-528
Add to My Watchlist
What is My Watchlist?