I am all for meaningful discussion but at no time have you provided any numbers that provide a counter economic argument. So based on your individual replies to questions I would say your arguments are half baked as you put it in return.I suggest before posting again go away and draw your own conclusions to the argument.As a retail investor I only have access to the publicly released information and therefore have to apply averages over 25 years life of mine as a result. The numbers show a high level economic scenario which can seperate these 2 companies as I have demonstrated.Companies of similar nature require more data and higher level of analysis to show the pros and cons of each scenario.Between TMT and AVL the only thing in common is the word vanadium but they are miles apart in terms of economics.
