Ann: Transaction Update, page-141

First 141 Last

Share
Profile

Follow
Troydt

4,386 Posts.

1209

19/11/23

17:52

Post #: 70985564
Share

Originally posted by sabine: ↑

Thanks again Troy … I’d like to see that question on costs/recovery via the different alternatives answered in the SOA/by the independent expert.

It seems to me as if the combined recovery rates under the ‘AVL process’ are lifted from 85.5% to 92 or 93% (vs 100% for a TMT going it alone {but nb this is not including the unknown factors/costs etc at Yarrabubba?}) then an important consideration becomes that increased LOM.
How many years are expected to be added ?
If the combined resource is to be as globally important as say a Greenbushes or PLS is to lithium then LOM is a crucial management consideration.

And thanks again for the detailed argument
… I’m still concerned about the inferences you made about Graham Arvidson’s expectations of near term financing being untruthful and there’s obviously a lot more to understand but I have to go out now.
I’ll enjoy coming back to it later on.

Cheers

Expand

what I struggle with is your motivation to pick intimate details of both companies and yet try to say it’s meaningful discussion.

When you look at the wholistic view as I have done then the picture is clear.

Its the companies themselves that produce the data I have just interpreted the data.

Its up to the companies to come back with something better to improve economics.

AVLs old mate Vince will come back to haunt them eventually and TMT holders know that exact point!

TMT Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

RMX

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

First 141 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Ann: Transaction Update, page-141

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Featured News