TMT
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0.00% 26.0¢ technology metals australia limited

Moving downstream will attract more government funding IMO,...

  1. Kruiser
    4,921 Posts.
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    20/05/20
    10:55
    Post #: 44720911
    Moving downstream will attract more government funding IMO, especially post COVID. The CEFC (similar to NAÏF but for clean energy) could also provide a cheap loan to TMT. Most importantly TMT would be exposed to profits all along the value chain making the spot vanadium price less important. Only downside is that the timeline for the downstream will lag the mine by at least a couple of years
    TMT Price at posting: 15.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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