I still say that TMT need to get a move on with the integration...

I still say that TMT need to get a move on with the integration study. We were supposed to get a DFS for Yarrabubba late last year, so I would have thought that they would have completely finished the full characterisation for the Yarra ore-body last year so that it could be written up in the DFS. I'm happy with their late decision to revert back to an original plan to produce V2O5 rather than FeV because the economics are better, but if the data was all supposed to be completed last year, why are they still drilling Yarra in the H1 2022 (see below) ? They need to keep the development timescales tight. Note it will be about 3 years since the GVP DFS by the time they deliver the integrated DFS.




All IMHO, DYOR