Any evidence? Well, TMT has not released an announcement...

Any evidence?

Well, TMT has not released an announcement explicitly stating the aim... nor have they released one ruling it out.

It is all speculation which is why this end of the market is known as the "spec" end.

There are a few posts in this thread which support the theory. It is up to individuals to agree or disagree with the theory and then ascertain if there will be any impact on AVL.

I support the theory primarily because I believe the AVL BoD is better suited to developing and subsequently operating a mine compared to TMT. Let me stress both have good resources and advantages. TMT is ahead on met testwork. AVL is ahead on measured resource.

There has been a lot of speculation on these threads about a deal with Atlantic, owners of Windimurra. From the photo ops, it seems we have a good relationship with them and Daniel Harris, our Director, previously worked there.

Atlantic are doing a refurb of their plant with a view to operating in mid-2020. Their grades are half the level of AVL/TMT. See: https://atlanticptyltd.com.au/projects/windimurra/geology-reserves-resources

For speculation, does Atlantic want to:
1. Buy AVL and/or TMT
2. Do a DSO deal with AVL and/or TMT

What is the cost/benefit for either of the 3 parties?

TMT also has a link to Windimurra. The Chairman of TMT, Michael Fry was on the BoD of PMA "which owned and operated the Windamurra Vanadium operation"
http://www.tmtlimited.com.au/board-of-directors

Interesting, Fry joined the PMA board in 2004. Windimurra shut down in 2003 having opened in May 2000. PMA sold its interests in a JV to Xstrata in October 2000.

https://www.asx.com.au/asx/statisti...amp;asxCode=pma&timeframe=Y&year=2000

https://www.asx.com.au/asxpdf/20041026/pdf/3nd8qmx9rz142.pdf