Running discussion on SP, page-340

Personally I don't think you are neutral given the debate on the BGS thread (and yes I know you own BGS) about AVZ. As I said last night scale and size matters - Post #: 32227951

You can be certain if AVZ doesn't take this to mining, then the owners are likely to be heavily involved in the downstream markets of producing lithium carbonate (as are the owners of Greenbushes do). Control the lithium ore, and you control downstream markets, so it then becomes how they want to devlop the deposit etc.

And as I said tonight, also expect a rail solution to the transport task here as well as an option, given scale and size, meaning all options are option and I guess which one is taken depends who takes this to mining. Post #: 32256691

All IMO