It has been a really unfortunate of the events that has unfolded over our neighbours. I hope they recover with the cyclical increase in V demand forecasted over the next few years. Investors have turned on each other and ultimately will turn on management and the board. Fortunately today would be the last day to sell to meet the options expiry.
Two world class V resources. The differentiating factor is management. Management with resilience and a will to deliver a commercial outcome is apparent and will be more apparent over time.
There are many factors management need to work through rapidly, including factoring timelines accurately, running project milestones in parallel for delivery in a timely manner in order to progress to a definitive investment commitment post DFS, managing stakeholder expectations, managing capital structure and funding requirements, negotiation of a tight commercial equity/debt outcome, selecting the right offtake partner/s that can bring technical experience and to add value to enhance our Gaba project, these are just a few things to consider
TMT and IP hasn't missed a FA milestone yet.
Have a safe and wonderful festive season TMTers. 2019 is going to be the bomb
TMT Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held
