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1.45%

35.0¢ technology metals australia limited

what an opportunity to get in..... I feel like it can go through...

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Munad

582 Posts.

53

03/10/18

15:20

Post #: 35979587
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Originally posted by tonethegroan ↑

Check out the sell side. Weak as piss. Clearly the Royalty payment and placement are having a short term effect. The V supply/demand dynamic is unprecedented. Check out the last Largo presentation. They are one of only THREE large scale primary V producers in the world. They are "rapidly" increasing annual production by 200t per month to 12,000t a year over the next 12 months. Ha ha. 200 tons!! 12,000 t is only 13% of global production Where's all the V going to come from? Latest expectations are that V redux battery demand will grow from 1,000t in 2018 to 20,000t pa by 2020 (again in the Largo presentation). 20,000 is nearly AVL and TMT combined. In addition Chinese rebar is looking for another 17,000t. Far out. Is TMT wrong price or what??

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what an opportunity to get in.....
I feel like it can go through the roof anytime. Any good news from China, and we can have our re-rate.

TMT Price at posting: 52.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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