I am confident that we will be way producing ahead of AVL. We...

I am confident that we will be way producing ahead of AVL.


We should just focus on V and by product commodity credits can be bolted on later managing our rapid race to production and lowering costs.

AVL seems to be looking at too much element extraction which is capex heavy. Should have been agile in nature managing their projects.

My strategic view is that at TMTs valuation after a DFS should value us higher (significantly). Hopefully we can get funded and supported to production.

Then deliver commercial production right into the V sub sector growth over the next few years.

Speed to market is very very important and to deliver a commercial can be tricky