https://www.copyright link/markets/commodities/glencores-coal-strategy-a...

First 4 Last

Share
Profile

Follow
Therookie88

1,017 Posts.

209

28/02/19

13:43

Post #: 37603553
Share

Originally posted by tonethegroan: ↑

How do we see TMT financing the A$380m required to bring our deposit into production?

Mix of plain equity, plain vanilla balance sheet debt, maybe off take financing? Any other possibilities? Would we look at selling production forward?

I know a few people here follow HXG too. Wouldn't a deal like they have with Mineral Resources work here too? Why not Minerals Resources taking a 51% stake in TMT by financing the full $380m through to production? Based on the PFS numbers (probably conservative) it should be a winner big time for them. You might ask, why would Min Res do that when TMT shares are so low? They did it with HXG in a similar situation. Further, Min Res have said they want to get into battery minerals in a broader sense. Here's their opportunity!

I have no doubt at all that with the rosey outlook for Vanadium and TMT's outstanding deposit that there is massive upside in the share price over the next two years. But where is the capital coming from? The uncertainty regarding this question is keeping the hand break on this stock!

Expand

https://www.copyright link/markets/commodities/glencores-coal-strategy-a-shrewd-move-for-swiss-giant-fund-managers-say-20190221-h1bjes

glencore made specific mention of being more involved in renewable metals and specifically mention vanadium
im hoping for a joint venture with a tier one partner don’t care if we have to give away half the project in exchange for financing.. I’m sure our new corporate advisors are all over it..

TMT Price at posting: 24.5¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

HotCopper Highlights: Your most watched stocks for Week 47, 2024

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

There are more pages in this discussion • 165 more messages in this thread...

First 4 Last

Add TMT (ASX) to my watchlist

https://www.copyright link/markets/commodities/glencores-coal-strategy-a...

Top Stories

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

Sales growth pushes Lovisa's fortunes (and shares) upwards

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Scientific conference spotlights PYC's work on blindness disease treatment

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News