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29/06/23
18:04
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Originally posted by WoodySpoon:
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Oooh, interesting....how do holders feel about sharing half of any 'finally getting an FID and going to production' upside withe AVL? Obviously joining a major potential competitor takes out a big risk - them also getting up and sinking the V price to below profitable level. But it also caps the potential gains here too. I guess the short story is it makes it far more likely you get to $1, but a lot less likely you get to $3-$4. And of course the potential for DFS Ver 3, or is it 4 to take another 7-9 months.
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100% no merger with AVL! TMT permits delays should be a signal to AVL they are 2-3 years behind on permitting and no where on their ESG strategy. TMT at the finish line and the only chance of production before 2025!!!