TMT (ASX) TMT now has a very large target on its back

Originally posted by Troydt: ↑

Until everyone accepts that in the current environment the market will use any excuse to send share prices lower…especially non producers.

On the contrary the moment a company releases significant news in terms of permits / BOA / finance etc look out.

TMT trades at a 90% discount to any relative NPV model no there is more upside than downside.

I would say to anyone sell at your own risk.

Your right the delay in permits has been frustrating but all the other V stocks are only at the permitting start line and TMT is nearly at the finish.

Our time is now all the others could be 12-24 months behind and who knows what regulatory changes will be in place in another 6 months.

Ian and the team are on track

i would argue 4-5 posters setting a paranoid sentiment on this forum the last month.

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I do know all this and I don't disagree. I own two other stocks, which are also totally clearly undervalued several fold. There it is the very same situation. Manipulation of small caps is extremely easy in the current times.
One example: Vertex Energy: They had an announcement this week derisking the investment in two ways: EPA-approval of D4 RINs (carbon credits) and announcemount of successful Renewable Diesel production. A total gamechanger news release. And nevertheless, the stock still went further down. Laughable.
When you own not only one, but even more of these stocks showing such a behavior, it can be very, very frustrating from time to time.
But at some point in time it will all unfold, probably in an explosive manner. I've seen it happen too often. For the moment it's just a tough waiting game. We will get through in the end. Also TMT will reach the finishline.
EPA-approval hopefully still in 2023. I would never dare to speak out a timeline by myself for that, when I don't know the detailed reasons for the delays.
I'm a regulatory affairs manager in the pharmaceutical industry and often have to deal with the FDA regarding submission and approval of new drugs. An authority can easily cause you delays of 1-2 years within one day. I guess that's not much different in the mining business. That's why I am and was always nervous regarding this EPA approval topic here.