TMT will be first to a DFS, extent its mine life and surely by now in offtake negotiations as they were listed on the timeline taking place and finishing end of jan 2019 I seem to recall.
China has no V and prices are rising on thin volume in Chinese markets and according to Asian metal.com I haven’t seen many buy orders appearing like in other metals markets.
Iron ore is on a tear at the moment so V should follow suit. Especially 58fe which needs V for strength and processing over higher grade ores.
2019 will be a success but the real ramp is after China’s new year in feb 2019.
Chinese economy is apparently slowing but they will release the floodgates with more stimulus.
TMT will be first to a DFS, extent its mine life and surely by...
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