To answer your direct question I have not seen any information that has not been released to the market. It has been indicated that TMT has an ITE report done and now that the merger is taking place a second ITE report will be done to validate whether the terms of the merger are fair or not to TMT holders.
in shorthand, it would be expected that all MOUs regardless of the size at some stage in the future would become binding and offer term sheet offtake amounts that have been agreed upon regardless of the company size. Some of these partnering companies TMT has by 2025 could be much larger and was smart to sign offtake MOU on the ground floor such as some of the VRFB companies that are experiencing rapid growth.
The vanadium market has not been favorable but can change on a dime and head vertically changing all of the above conversations.
I would argue your arguments are very static to the current time and don't take into account future upside moving forward.
As an investor, I look for companies such as TMT in their infancy and try to ride the upside.
If you have listened to all the company interviews, presentations, and announcements on the TMT website it is all there in black and white for you as an investor to draw your own conclusions.
@
h0rc0
, A couple of posters in this thread who are throwing merger predictions in regard to the value mix between TMT and AVL at this present time are either misinformed or uninformed on the topic.
DYOR.
