sorry, perhaps a bit blunt...got to remember single Asian mega cities hold more people than Australia combined, and way more heavy industry. Chinese energy infrastructure is mind boggling, hydro assets with more capacity than our entire market. Vanadium flow batteries can be very cheap storage but the compromise is they have a very large footprint - I.e. this is not a battery to be shipped globally.
if TMT announced they were pursuing vertical integration I would sell as it's highly to be a strategy that burns capital for no return
TMT Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
