Current SP and any other thoughts, page-6285

The point I was making was that you have expanded the MLL option to best capacity. With the reserves/resources AVZ has its expansion scenarios are much more and potentially there beyond the DFS (where economies of scale kicks in). Ultimately in production you revert from NPV to basically nominally based EPS and P/E ratios anyway based on actual profit and forecast nominal profit outlooks (and how that goes to SP is based on number of shares on issue too). So many unknowns and looks like too me wasted debate at the moment - none of this matters if don't get offtakes hence my dislike of the term Uncommitted whenever it is blabbed about in any stock.

Furthermore, none of this matters if spodumene prices don't improve, regardless of what a DFS shows. Its outcomes that matter atthe end of the day, and hence the risks this side of the market.

On sovereign risk, I rate sovereign risk the same for Mali and DRC. If you are a financier you are not going to split hairs on sovereign risk if one entity comes in at say 120 and the other one at 140 - i.e. I dobt the difference in the discount rate they will use to evaluate the projects will be different btw is my point. What you will be saying as a financier, should the companies be approaching you for money, is what is the payback period here, to reduce risk and the shorter the better, and why is it important this deposit be developed and furthermore who the hell are your customers and how reputable are they. In any event, the survey I posted in the now moderated post also talking sovereign risk, which I will repost that relevant section as don't think that latter bit was the reason for moderation, shows Mali and DRC in terms of sovereign risk are pretty well identical.

At the end of the day the market will decide and I am not sure why MLL and AVZ posters are having goes at each other. Hhave to put up with Australian plays and posters doing that as well, so not sure the angst between the two sets of holders either where this has been going on on both boards for a while now. Ultimately devlopment of one is to the benefit of the other in a growing market is my point.

People need yo drink VB is my point and mellow.

All IMO