“Ferrous impurities” where is %s??, page-110

@Scarpa

Let's use our brains and make a quick decision;

Firstly you are making such a big mistake by comparing LTR with AVZ. They are completely different creatures. LTR is a real thing while AVZ is a P&D stock.

AVZ has great resource you said but it has a bad management.

You said "For me, transport is a risk for AVZ, but management are the bigger concern for me albeit improving from 2017 btw"

Let's say it had a good management, what would they do?
Would they be able to change the conditions of that landlock resource, conflict zone, corrupt government, need for high technical services for mine and plant in Manono?

No, nothing would be different. It is a hell out there.

See PLS, it has a good resource but a bad management IMO. They are here in Australia. They can't make the right moves in Pilapara of WA. (you will see PLS will be worse soon).

I mean you need to have both; a good resource and a good management.
Plus; good location (preferably in Australia), good shareholders with solid support ()
That's it. Then you can wait and make money.

You said "Time will tell, but both deposits IMO will be developed".

LTR's resource is under development atm and will be a mine in couple of years before 2204. We even can't wait for LTR's KV project here. We want it to happen very soon. That's what everyone is looking for here.

AVZ's resource is not going to be mined anytime before 2100 at least before the coastal countries developed to much higher levels.

As @FiendishRedbeard said on AVZ thread today "A key risk with big projects is actually management. That’s the primary risk for me is that Manono is too large and complex for the AVZ management team and will eventually be developed by others".

Who are the others?
Eventually but when?

Are you happy to wait?

Why would I wait for it. We are racing against time in stock market, and of course in this world with our lives.

Time is our main asset.