The numbers for the V price will line up accordingly:
- licence permits for steel producers in June / July 2019
- restocking of V inventory will take place.
- increase in V price anywhere between $8 - $30 between June 2019 to November 2019.
- interesting thing to find is total number of V sales sold in the last run up to November 2018 into China. There should be
an increase in that number for this year with the new mandates.
- TMT DFS and final testing will be out by then.
- TMT MOU in October and price negotiations should then be done on a higher V price as per last years run.
- TMT should negotiate anywhere between $8 - $20.00 / pound. If $8.00 is the current bottom.
- A rerate valuation on the negotiated price. Remembering 1.4 billion @ $13.00 per pound from March 2018...
- TMT shareprice needs to follow the V price higher and track Largo higher.
All roads are pointing north!
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