Great post mate.
I'd even go a little further and say if AVL DON'T get this across the line, then I'm not sure what future AVL has, if it has one at all.
The tonnage in the ERD completely negates any possibility of combining both of the companies tenements for a bigger yearly output, instead only increases the life of the mining operation.
If their orebody is used for electrolyte production - using TMT's processing facilities, then there is absolutely no rush at all to get that through EPA, as we will be flat out with Titanium, Iron and Vanadium extraction.
Extra ore for electrolytic purposes is 'a cherry on top' - not a need for 'right now'.
The reaction from certain parties toward the 'unsophisticated' mob are possibly a portent of things to come unfortunately - peoples jobs and money are on the line potentially.
I think TMT shareholders know they only need to stick fat to finally start reaping rewards, as when all the bluster has evaporated, you have a tale of two tenements.
One has all the permits just about done, and is ready to seek funding from the plethora of green energy / critical mineral federal funds to be a standalone Vanadium producer.
The other plans to import someone else's Vanadium across an ocean to fill another companies batteries.
It's very difficult to make a case to vote YES to this takeover, based on where the two companies have landed. Very difficult indeed.
Unfortunately they know this, so yes, it may get messy.
RCF has now taken to MSM to beat on TMT SH, page-191
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