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TMT now has a very large target on its back, page-67

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Gollada

1,523 Posts.

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26/03/23

14:16

Post #: 66964027
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Originally posted by dbd25: ↑

I'm wondering if the recent RCF investment in AVL might encourage some general discussion that probably needs to be had between all V developers in WA, to share SRL processing facilities, to overcome the huge capex costs involved. In the AVL's preso from 3 days ago, this is specifically suggested. The discussion starts at 13.50, the relevant slide is shown between 14.05 - 14.44. It shows their SRL facility having a "stage 2" - processing region concentrates, one of which is concentrate supplied by TMT. However, that's an awful lot of concentrate to be trucking across 400-500kms, and the economics would have be shown to work beyond any doubt, otherwise it wouldn't get debt financing. Maybe a single facility would work better at the TMT/AVL mine site, which is also right next door to NMT, and only ~100kms from the other three. But perhaps a more important question fundamentally is whether its even possible to build and run a single SRL plant to process the different feedstocks ?

All IMHO, DYOR

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good pick @dbd25. That could be a reason why RCF is starting to invest in AVL. It would be good if both AVL and TMT can work out an arrangement that will bring down the CAPEX /OPEX and bring the two projects to fruition

TMT Price at posting: 31.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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