For me, deliver an outstanding and credible that has been independently verified DFS, no gaps. TMT needs to take their time to deliver a quality DFS for commercial negotiations moving forward.
I think the parameters of commodity V price supply demand vs growing interest and depletion of V puts us and TMT very much with an opportunity to build LT shareholder wealth.
For me IMO this is a nearly a propability of a success story LT.
Management are process driven to incrementally progress. They have really locked up and maintained a small capital structure to minimise dilution to protect shareholders and themselves. A very good sign.
I personally would like AVL to progress forwards quickly too. Build a Vanadium hub in WA. World famous. That would be amazing from a view outside Australia.
Another PLS AJM in the making for me LT hold, watching FA very carefully daily
IMO DYOR
TMT Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held