Troydt, followed you over. Yes, V price plays God to this project's future.
That the RCF backed AVL takeover of TMT's top quality resources is a done deal seems nailed on now.
TMT RIP - done deal.
In the short term: to acquire AVL shares at a c. 25% discount, all any punter has to do is buy TMT, and wait a couple of weeks for the done deal.
Obvious?
Is there a more simpler arbitrage play on the ASX today?
Medium term: strengthening V prices and the progression of TMT's world class superior quality resource bodes well for the new AVL+.
Government is clearly hungry for the political narrative - bringing easier finance and easing political risks.
Management too has the opportunity to be less compromised by hidden agendas, and go for it.
Long term: the potential adoption of V-batteries as an essential component of a globally transforming energy system, turns AVL+ into a resource kingpin, and ASX investment legend.
I invested in TMT's superior world class resource ( with potential accellerating demand for high spec V), as well as the multi-resource potential underpinning any development plan.
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