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For a guy that doesn’t hold and by his own admission sold out...

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22/12/23

17:15

Post #: 71595806
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Originally posted by dbd25: ↑

Wild horses wouldn't drag TMT management to the point of moving ahead with a completed plan. Why didn't they move ahead with the GVP plan and its completed DFS in 2019 ? The GVP proposal had the highest NPV that they've ever reported. When they added Yarrabubba, the NPV for the "combined" project actually decreased. Crazy stuff. And since 2019, they've wasted more years trying to come up with additional plans and co-products. Just the same as AVL, always a new plan, a new co-product, and its back to square one. Both TMT and AVL seem to have an aversion of settling on a plan and taking FID. Combining the two companies won't change anything, I expect it will become one large lifestyle company. TMT should be going it alone and shareholders putting pressure of TMT management to deliver some key milestones.

All IMHO, DYOR

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For a guy that doesn’t hold and by his own admission sold out some time ago, you sure spend a lot of time repeatedly telling all and sundry what an abject disaster TMT has become.
Are you trying to encourage us all to sell? To what end?

TMT Price at posting: 23.3¢ Sentiment: Hold Disclosure: Held
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For a guy that doesn’t hold and by his own admission sold out...

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