Running discussion on SP, page-26477

My point is Global Lit bought their bulk of PLS shares when the lithium prices were high...and I think they are misguided buying anymore knowing what we know of PLS's poor quality lithium with the enormous costs to increase recoveries and bring the product up to spec...and they are buying at a time when producers are failing in a low price lithium market.

As I stated earlier, AVZ still has to tick off the catalysts that PLS have factored in which can give great spikes to AVZ's share price short to medium term. AVZ will also be producing in the sweet spot of lithium demand with lithium prices subsequently higher when the electric vehicle/energy storage revolution is in full swing. In other words you can see that the potential for AVZ to multi-bag is much higher than PLS so in buying AVZ they have made a wise decision.

And, in the end convertors will want premium product (AVZ) not a product that is difficult (beneficiation/recalibration) and expensive to process.(PLS)

The bottom line is that the low cost, largest and highest quality producers will survive and this points to AVZ. I am also buoyed by the fact that new generation batteries favour hydroxide and hard rock is the preferable source for conversion to hydroxide over brine.

Exciting times ahead for AVZ holders!

AIMO