To clarify further, TMT is banking on having a hell of a high grade deposit, which is the reason I hold.
TNG is banking on commercialising a recovery process which would unlock value from low grade deposits and even tailings (specifically those containing high amounts of silica), which are abundant. As such, the Mt Peake deposit is a good showcase candidate specifically because it kinda sucks and would not be economical without Tivan. Which is the reason I hold.
Management has made all the difference in terms of my enjoyment as a shareholder thus far.
TMT Price at posting:
35.0¢ Sentiment: Buy Disclosure: Held