“Ferrous impurities” where is %s??, page-90

@wombat74 all the best on your investment.

In summary, AVZ has a great resource because of thickness, compactness and length but management whilst improving IMO are been outplayed so agree with your comment. So agree with you.

LTR has an good resource (because at depth) but IMO better management.

IMO, you need both to get to development, and yesterday IMO it was a slight backward step by AVZ (but I'll continue to hold because I am free carried there ).

In terms of my investing, I have invested in in some other stocks, but I do have an interest in diversifying into other lithium companies when I think the time is right.

So at the moment happy to contribute research on lithium stocks, whether I hold them or not.

Whilst I see a number of new greenfields mines required, as I have posted in the past, my money is on AVZ and LTR been the likely first in line candidates. For me, transport is a risk for AVZ, but management are the bigger concern for me albeit improving from 2017 btw. For LTR, it is about depth assuming deleterious elements are fine which the assays and METs will advise for the dee[er resource, but grades down there are good which will certainly help the NPV/IRR, with good management.

Time will tell, but both deposits IMO will be developed. This post shouldn't come as a surprise to anyone who has read my posts in both forums.

I see positives and negatives in both stocks is my point, but risks can be mitigated. Provided AVZ sort out its issues, given the earlier DFS release my view is likely to get to mining earlier than LTR but time difference won't be that far apart given the pace LTR is working at IMO. And LTR are moving fast so see a possibility of both been in production from 2023 onwards, certainly IMO if the ducks line up and the EV forecasts come in as stated. If EV forecasts don't come in that is a risk to all prospective greenfields projects, an obvious point.

All IMO