Serious question re/ AVL and TMT, page-6

First 6 Last

Share
Profile

Follow
Realbarrow

270 Posts.

50

16/01/18

19:48

Post #: 30352820
Share

Originally posted by red-frog ↑

AVL has more than 20 years of supply already, they don't need TMT's ground.

The only way there will ever be a shared plant will be if somebody buys out AVL then acquires the TMT deposit as a long term feed supply imo.

There is nothing in it for AVL, only TMT and whoever eventually takes over AVL.

Right now it is in AVL's interest to have first mover advantage, which will in turn help TMT.

The advantage to TMT or a potential large buyer of both projects is the current studies that have been undertaken over the last two years in order to get AVL close to a PFS won't need to be repeated if both projects are eventually combined.

There's a long, costly road ahead for TMT if AVL reject any future t/o offers, but there's no disadvantage to AVL as they have already traversed the long and ponderously slow road of red tape and are very close to the rewards for doing so. Timing is everything and being ready to talk to the Chinese just as the PFS is completed means AVL is a long way ahead.

I haven't always agreed with management on some issues eg the Blesberg deal, but I think they are doing a very good job on the vanadium front.

I certainly don't want any further dilution just so we can hold more vanadium ground when we still have more of our own land to prove up.

Let a potential predator with deep pockets look at combining both projects. I think this will be a real possibility down the track

Expand

Great post totally agree
Please let's just focus on getting ourselves to mine in the quickest, easiest way possible.
All other good things will come automatically $$$$$$$$

AVL Price at posting: 4.8¢ Sentiment: Buy Disclosure: Held
11 Upvote

0 Great analysis

Reply

Top Stories

GRE

Juicy copper-zinc target brings GreenTech closer to near-term Whundo production

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Wednesday's HotCopper trends: DroneShield in Europe, Humm sale | June 25

BPH

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

DEL

Delorean to begin selling carbon offsets under regulation changes

First 6 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.

(20min delay)
Last 0.9¢		Change 0.001(6.25%)		Mkt cap ! $73.39M

Open	High	Low	Value	Volume
0.8¢	0.9¢	0.8¢	$12.96K	1.571M

Buyers (Bids)

No.	Vol.	Price($)
49	15640908	0.8¢

Sellers (Offers)

Price($)	Vol.	No.
0.9¢	10140597	26

View Market Depth

No.	Vol.	Price($)
49	15640908	0.008
24	8496199	0.007
10	13883333	0.006
12	18589083	0.005
5	8525000	0.004

Price($)	Vol.	No.
0.009	10140597	26
0.010	20362703	45
0.011	6546655	23
0.012	6246754	19
0.013	4758838	19

Last trade - 14.28pm 25/06/2025 (20 minute delay)

AVL (ASX) Chart

Serious question re/ AVL and TMT, page-6

Juicy copper-zinc target brings GreenTech closer to near-term Whundo production

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Wednesday's HotCopper trends: DroneShield in Europe, Humm sale | June 25

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

Delorean to begin selling carbon offsets under regulation changes

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Serious question re/ AVL and TMT, page-6

Top Stories

Juicy copper-zinc target brings GreenTech closer to near-term Whundo production

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Wednesday's HotCopper trends: DroneShield in Europe, Humm sale | June 25

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

Delorean to begin selling carbon offsets under regulation changes

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News