add 0.49 cents to AVL opex for now.. pretty big assumption on getting the coproduct credit. not until they do the test work anyways and produce it to a DFS level study and prove they can sell it
will be higher capex and opex then TMT due to the nature of the ore body it's oxidisation profile and inferior recoveries. part of the reason BFS is taking so long IMO
can't find one reason to invest in AVL over TMT except the VSUN side of things.. I suspect TMT will have its own battery strategy shortly and it will be using our own ore lol not borrowing it off someone else
TMT Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held
