I respect Binwood as a sincere genuine poster with level headed understanding however when it comes to Avz he was way out on his valuation, if I remember correctly he was posting that Manono would be sold to the Chinese in the late teens!
With regards to sn I'm happy to take our managements word that the tin resource will possibly negate lithium costs, the road to Manono is opening up to a wealth of rare minerals in the wider area to me it's a no brainer.
My concern for Bgs, they have a resource the size of Ajm possibly with more work 100mt, it's hard to see the Chinese opening up this area with the infrastructure costs required, where is the evidence for district wide mining happening in this area.
AVZ Price at posting:
28.5¢ Sentiment: Buy Disclosure: Held
