AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-32702

  1. 9,071 Posts.
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    Obviously something is moving this, and we can debate what that is, but hopefully, and use hopefully in that context, it is about movement in financing/Offtakes. I would also say the other thing moving greenfield plays is the market realising that Elon is talking crap with his Nevada clay and PLL will do little to meet Tesla's own needs (before we talk Europe/Chin/Japan etc etc). This is before we talk you need a number of high quality deposits to be developed to meet demand, but AVZ also has the added bonus of tin (which is also forecast to be in shortage). Anyway time will tell, and I gave my own valuation perspective the other day and what the movers on SP may be, but this post embedded is my view on lithium growth forecasts etc etc
    Refer - Post #: 47799612

    Would like to see more volume though, but at least there is volume moving the SP.

    All IMO IMO
    Last edited by Scarpa: 08/10/20
 
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