Ann: Quarterly Activities Report and Appendix 5B Sep 2023, page-24

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sabine

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27/10/23

11:01

Post #: 70572253
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Originally posted by RhysT ↑

You have Ian talking about progress on the gas pipelines and permitting for onsite processing, then you have Graham next door talking about progress on their processing site 500kms away.

https://cciwa.com/wa-works/mining/australian-vanadium-project-to-deliver-mine-and-processing-plant/

I complained about lack of news or information to this point, but if the alternative is AVL talking about progress towards one goal, TMT talking about progress to a totally different goal, and at the same time we're supposed to believe there is synergy gained next year when these merge, I think it's better if they go back to media silence.

Obviously one plan or the other isn't happening, or maybe both in favour of something new, so should we listen to absolutely anything either company says BEFORE they actually get on the same page?

Hell no.

It's embarrassing and either takes everyone for dummies, or makes Graham and or Ian look like dummies for still spruiking their plan to mining..

They'd be better off acknolwedging the progress made to date individually, but until the integration is complete, no plans are set in stone..

Like, let's ask this 'agreed to merger' entity a question..

Lets throw an absolute BASIC one at them given it's early merger days and 'fine details' probably haven't been worked out yet, but given they are still claiming production in 2025, this should be pretty simple to answer.
"Where is your processing plant going to be located"????

Expand

Is the plant location price sensitive information?

No.
Presumably the final decision there will be based on cost effectiveness.
Meanwhile the companies are in the fortunate position of having two ‘houses’ to choose from .

Beyond this I think the Tendinewa location (where workers will travel from Geraldton) does not have all approvals whereas TMT’s already given plans of a village large enough to house miners and processors.

and hawk please stop running with the Perils of Pauline saga.
Perilous situation my foot!

Last edited by sabine: 27/10/23

TMT Price at posting: 22.5¢ Sentiment: Buy Disclosure: Held
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Ann: Quarterly Activities Report and Appendix 5B Sep 2023, page-24

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