The prediction from Graham Arvidson - rightly or wrongly - is...

The prediction from Graham Arvidson - rightly or wrongly - is that it will be in production in 2025 Gollada.
Australian Vanadium has hired an excellent new team whilst TMT already has people prepping its’ ground.

— Coincidentally part of our crew there is GR Engineering, also hired for ECI work by AVL last December.​

These contractors need to book definite time blocks for the use of their teams and equipment and can only be delayed for short times generally.
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The EPA approvals for the TMT ground should still come through on schedule.
Why not?

I think possibly the victim signalling that’s going on here has its’ origins in a drive to keep the TMT price down.
As an example I’ll cite the holder who declared he was selling his 700,000 shares because he was jack of THIS management . This one … This one that’s on the way out!

??

Look where TMT had been in price before RCF stepped in to help:

The price saw a short-lived boost after that but it was not enough to kick it out of a long downtrend.

AVL - to my non-TA educated eyes - also looks to have been in a long-term down trend.
But last January the price started to pick up - based on positive changes being made there, I expect.
But suddenly in June when the new CFO - said to be so well-versed in dealing with mergers and splits - started,
the price started to drop.
Why??



What if this 12 for one deal had been proposed back in June when TMT was under 30c but AVL was around 3.5 to 4c?

Graham says $604m is needed to get the project going.
Who was going to lend/give that to TMT in this environment?

And yes AVL might fall in price from here but if that happens and TMT was a unique entity still then what would be happening to it ?
Back to 23c and below?

Anyway I hope it works out for the best.
As Elisha said there’s no silver bullet, but maybe there will be a silver lining?

cheers