I also don't get the parochial, football team mentality when you have 2 companies like TMT and AVL. Bit like PLS V AJM type stuff, it's tribal nonsense that has no place in rational assessment and decision making.
I chose TMT because of the deposit, location and very low free float which offered substantial upside if they could kick goals - which they seem good at doing. At over 2 billion shares, AVL is an entirely different proposition. However, I wish them well. Success for them will only be beneficial for us.
Compellingly, as I look to the right I still only see a 35 million dollar market cap for TMT. The CR is good because it provided stability moving forward, though the beneficiaries should be thanking their lucky stars at 50c.
Exciting company in an exciting space.
TMT Price at posting:
61.5¢ Sentiment: Buy Disclosure: Held