TA charting analysis, page-53

Ultimately the aim in these highly speculative stocks is to set oneself up on important commodities where exploration has provided some confirmation. This doesn't mean the company will succeed but what a good narrative does it can create hype and attract money flow at different times. In the race for commodities present and of the future the strategy is for the powers to lock in supplies through direct ownership or indirectly through alliances. Look at cobalt - drc is the main player. China has got a dominant foot in the door and whilst we have the western nations highlighting poor ethics and practices as a means to cease access to the dcr china continues to be pragmatic. Ultimately the end user might demand reforms but do we really think eventually they would risk losing market share to competition?
Do I think tmt will eventually produce - imo not by itself. It is logical for avl. We saw an example in taw who bought into baldhill by owning central tenements for the obvious synergies and benefit. Different commodity but in principle if vanadium prices keep improving the metrics of a project to make it viable and avl is ahead of tmt in schedule, it will be logic for some form of partnership or the bigger fish taking over the smaller one. Just my thoughts and I am setting up for this. If it doesn't play out I move on.