TMT has taken a look over their shoulder and pivoted on the base metals strategy - good move IMO. In a very tough environment, they've raised high and are now fully funded to DFS. There's a lot to like about a management team with clear goals, that hit their timelines and get by on a shoe string.
I'm confident that thanks to Chinese regulations/rebar, the belt road, and the VRB incentive for anything under $10/lb, the Vanadium market has undergone a long term structural shift.
It's all about timing, and TMTs deposit and no-nonsense team right now are a very good horse to back.
TMT Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held
