Running Commentary on the SP Movements., page-5200

No doubt that AVZ is potentially huge, no argument here. I just believe that if we follow general consensus of the experts that EV's batteries probably don't use lithium in its batteries in 15-20 years from now, then speed to production is the overwhelming SP driver. I hear stories here that the Chinese build a Lithium mine in 2 years, I just don't believe that and like to see evidence of a 5mt pa mine built within this time. Its 5 years at best! That means AVZ can supply lithium demand for 10 years or so. If that is the case and they build a 5mt pa mine ( large by today's standards) how do they differ then from all they other lithium miners? They don't. The only difference will be, OPEX and yes the tin will help here.