Ann: Trading Halt, page-93

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sabine

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14/12/23

18:52

Post #: 71456191
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Originally posted by sabine ↑

ROFL Hedge.
And gee if only RCF was all wrapped up in just one man - those muscles, that integrity, that ability to stay the course??
A history of 'user’ satisfaction, gets invited to all the right places.

Deduct 3 billion shares from AVL and you’re back around EOFY 2017 when there was only 1.2 billion shares on issue.
View attachment 5823331
View attachment 5823328

Will the AVL price drop further before the merger?
Maybe.
The lower it is on the day the new shares get added the harder it will bounce on good news imo.
Market cap there tonight is just $104m.
price 1.8c

Last time it consistently saw these prices was back in FY 2017 .
When (coincidentally?) there was around 3.1 billion shares fewer than now.

Does it deserve priced so with $39m booked still to come from government grants, $39.5m cash as of September, imminent access to TMT tenements, and considering the new management there, the pilot due to be installed for the WA state energy facility early next year (with a potential battery roll out across the state), approvals likely to be fast tracked and mainstream media commitments from both Regal and Tribeca to contribute significantly once the pathway to development is clear.

Yes that’s clearly what it ought to be priced at, because - as they say - the market never lies?

cheers

Expand

Given the cash prospects and kitty alone .., by my maths that means $78.5m of AVL ‘worth’ is unspent cash?
Add TMT’s $10m+ and I think that means an inferred value of TMT of less than $16m and an inferred value of AVL patent, electrolyte plant, tenements etc of zero?

I really can’t see it staying at 1.8c and possibly below for very long at all and think @Hawk70 is right about tree-shaking!

cheers

Last edited by sabine: 14/12/23

TMT Price at posting: 22.0¢ Sentiment: Buy Disclosure: Held
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Ann: Trading Halt, page-93

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