TMT technology metals australia limited

Ann: TMT Investor Presentation - Noosa Mining July 2023, page-38

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    I have a feeling the bankable model has been delayed because Ian is going to include the downstream electrolyte production and sales into the Bankable model to make it more attractive.

    Essentially the revenues paths will be as follows:

    - Titanium Byproduct $300 per tonne plus
    - 99.5 % V205 sold to steel players $7.50 plus $1.50 premium = $9 per pound
    - 99.5 % V205 process to electrolyte with down stream value = market price unknown but could be up to a $4 premium over spot V205 = $11.50 per pound. (Awaiting DFS results from LE systems)

    TMT strategy will be the first in the world from greenfield mine to vanadium electrolyte.

    The banks will be starting to see VRFBs are now bankable as well as steel customers!

    My updated Bankable model is looking juicy.

    there is no reason our NPV can’t reach $1.5 billion - $2 billion

    DYOR

    Purely a guess on my part but that’s what I would do : )
 
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