GXY production cost is pretty low as they just announced.
AVZ just has to jump through too many hoops to get it to port. If any part of the process breaks down everything stops or at best slows down. If AVZ wants to produce the large volumes that would have them “control” price etc they will need big offtake players and they won’t take this above risk as their own show will stop too IMO.
AVZ Price at posting:
4.8¢ Sentiment: None Disclosure: Not Held
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