Actually the most fundamental differences between all of those companies and AVZ is location being much better in them and they had respectable matket caps for the level of exploration that has taken place. By a factor of nearly 15 times what AVZs mc is. 6 weeks ago AVZs mc was larger than TAW yet TAW is already a Lithium producer with 95% of Bald Hill undrilled. The same can easily be said for AVZ but finance wise JORC minimum seems priced in and fair value would include a plant in construction nearly ready to produce. The value of the assett at 60% ownership is priced in and it hasn't fully met performance milestones for ownership yet.
A trade is there for money to be made from the recent low obviously but a very careful one I think it must be until fair value can be established based on exploration status. It's one thing to have a JORC it's another to have an exploitation permit to actually pull it out of the ground. Cautiously watching for entry.
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