Ann: Settlement of Tranche 2 Placement & Manono Project Interests, page-118

Why would people not be talking chem plants? It's the most logical future route for the resource.

Where were you busting people's balls for saying things like PLS being an 8Mtpa stock? That is clearly a similar vein of future speculation is it not?

Not to mention last Monday when PLS was 40c you call "high 50's" by next Friday (i.e tomorrow), that would have been a MC increase of c. $250m in 10 trading sessions. And you think that isn't a ramp?

AVZ is known by the world huh? I would bet 99 out of 100 people in Aus don't know what AVZ is and that is our own exchange let alone world wide. Most lithium stocks are still relatively unknown. It's how we know disruption hasn't truly started yet. The crowd hasn't made the trade so far.

As for "it's 3c for a reason" , of course it is, it's called risk. The idea is to do enough research that you're comfortable with the risk and the probability of those risks being mitigated over time. It's how you make the big dollars if you get it right. Always a chance of being wrong though and more often than not people aren't willing to take that risk. Hence share price trades at a major discount to potential value.

Any more insightful comments for us this morning?