TMT now has a very large target on its back, page-529

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teddie

4,336 Posts.

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01/06/23

16:40

Post #: 68083929
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Originally posted by teddie: ↑

pcorb comes over hear and snipes but you will never hear it discuss AVL's 10 year anniversary of feasibility studies, shocking project economics with a +7 year payback on the old numbers, poor early yields from heavily oxidised ore, fantasyland estimates of opex savings from titanium credits, fantasyland diesel price input and laughable innovative processing boast forced upon them due to their bug dust product ( see oxidation profile )
Hats off to Vince for the government grant and they get kudos in the battery space for being an agent selling someone else's battery using someone else's vanadium.....what will kill anyones brain dead thought that AVL takes us out is their diabolical capital structure of +4 billion shares against TMT'S 240 million with the Top 20 owning over 60%.......As I see it the only game is RCF bringing in a 3rd party that takes us both out......as from TMT'S perspective the Jimmy Barnes song comes to mine " You got nothing I want "Please see below CEO of Bushveld Energy and Chairman of Vanitec’s summary of the extraordinary growth of vanadium batteries in China.

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And I think we all agree based off todays vanadium price it would be a challenge. But we are so close to the tipping point for the v price as per Rookie's earlier post by the CEO of Bushveld Energy and Chairman of Vanitec’s summary of the extraordinary growth of vanadium batteries in China.
The installed capacity of vanadium batteries is expected to reach 8.6 to 12.9 GWh in 2025, requiring more than 100,000 tons of vanadium.
Given the 2021 total global vanadium supply was 120,000 tons of vanadium ( no updates figures for 2022 ) the expected impact on the vanadium market is immense.

TMT Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
13 Upvote

1 Great analysis

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TMT now has a very large target on its back, page-529

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