Australia's largest stock trading and investment forum Australia's #1 stock forum

TMT

Click for more information

0.00%

26.0¢ technology metals australia limited

Ann: GAS PIPELINE EARLY WORKS AGREEMENT EXECUTED WITH APA, page-74

First 74 Last

Share
Profile

Follow
Troydt

4,068 Posts.

1119

09/06/22

07:09

Post #: 61906855
Share

Originally posted by Digity1: ↑

I think it's a reasonable naive approach to the V market. miners are price takers, not price setters so to think floor can bet set is ludicrous.

My experience in V has been driven 50/50 steel/VE.

There is simply no lithium EV moment for V that will result in the sustained price growth you are hoping for.

go do the numbers, they don't lie. V at the levels you talk suppress VRFB uptake. Hence the importance for financiers to have diversified revenue streams.

60/30/10% T/V/Fe is a far more desirous revenue proposition to any lender than 100% with some questionable product credits.

look forward to seeing the progress of both camps however I do expect, especially in this cost pressure environment, a swift move to production a unlikely for north camps

Expand

https://twitter.com/PHmetals/status/1534573853757673472?s=20&t=dEO5-xBfpA_qFQn1QsxTeg

The only way they de carbonise the steel industry is through increased use of Vanadium through processing and either VRFB or Nuclear for power.

TMT Price at posting: 39.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

WCN

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

BCI

BCI reaches close of funding facility for salt-first part of Mardie project

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

BUX

Buxton projects new graphite province discovery at WA Narryer play

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

NTI

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

There are more pages in this discussion • 85 more messages in this thread...

First 74 Last

Add TMT (ASX) to my watchlist