The numbers for the V price will line up accordingly:
- licence permits for steel producers in June / July 2019
- restocking of V inventory will take place.
- increase in V price anywhere between $8 - $30 between June 2019 to November 2019.
- interesting thing to find is total number of V sales sold in the last run up to November 2018 into China. There should be
an increase in that number for this year with the new mandates.
- TMT DFS and final testing will be out by then.
- TMT MOU in October and price negotiations should then be done on a higher V price as per last years run.
- TMT should negotiate anywhere between $8 - $20.00 / pound. If $8.00 is the current bottom.
- A rerate valuation on the negotiated price. Remembering 1.4 billion @ $13.00 per pound from March 2018...
- TMT shareprice needs to follow the V price higher and track Largo higher.
All roads are pointing north!
- Forums
- ASX - By Stock
- TMT
- TMT - its a numbers game.
TMT - its a numbers game., page-15
-
- There are more pages in this discussion • 22 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
STX
Strike hands $48.5M contract to Clarke Energy to produce 20x 4.5MW gas engines for Sth Erregulla
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit