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26.0¢ technology metals australia limited

Merry Xmas and a great 2022 to all holders, page-62

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dbd25

6,502 Posts.

2418

07/01/22

18:36

Post #: 58714241
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Originally posted by dbd25: ↑

Emotions aside, the financial metrics for the TMT mine are demonstrably better than those for the AVL mine.
Just compare the existing numbers published by both companies :

AVL (PFS update 22 Dec 2020) pre-tax NPV8 = A$909m, IRR = 17.5%, annual EBITDA = A$144m
TMT (DFS 21 Aug 2019) pre-tax NPV8 = A$1320m, IRR = 34%, annual EBITDA = A$256m

Then you have to add to TMT numbers the contribution from Yarrabubba, and ballpark estimates suggest this could essentially
double some of the earnings numbers in the first ten years of mine life (post # 58603199 ). It's really a non-brainer that TMT has more potential upside as an investment. The recent upward trend in the SP for AVL, and downward trend in the SP for TMT, has only widened this value gap (making it even more attractive for new investors to see the extra value in TMT). An entry point around 30c is really a steal, and I have been adding to my position as and when the SP occasionally dips below 30c.

All IMHO, DYOR

Expand

Here's another comparison between the TMT and AVL projects (compiled by VR8 for their PFS of June 2021).
The V2O5 price is similar (like for like), but the post-tax NPV and IRR for TMT is still significantly better than for AVL.

All IMHO, DYOR

TMT Price at posting: 30.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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