I only focus on three facts:
1. China is heavily relying on importing lithium to meet their demand: 76% imported in 2015.
2. Electric vehicle boom is not really starting yet, picking up point would be 2020-2025.
3. AVZ has a shadow, high grade, homogenous, and massive size deposit, but is valued at around 90% discount to ASX peers' average.
DYOR.
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Running Commentary on the SP Movements., page-5830
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