personally I think it's games, markets probably already factored in a small increase to capex due to AVLs Pfs capex discrepancy...
TMT still will be the most advanced greenfield V producer on the globe, high capex will be common to every play, doesn't stop TNO and AVL trading at significant premiums, V price heading in the right direction, offtake MOU date approaching, think it's games personally, anyways a close above 20 would be nice! double bottom?
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