Running discussion on SP, page-34175

Thanks SY. There has been excellent commentary here particularly regarding lithium market as a whole. Being a bit of a cluts, I've screen capped some and emailed to myself. This one from deboss for example. https://hotcopper.com.au/threads/avz-minerals-offtake-and-project-options.5693079/?post_id=48188397&embed=1

Absolutely there have been trolls and frustrations on SP. And while I don't subscribe to the broader "market manipulation" theories to "keep stock down" I also don't subscribe into thinking that trolls are only one way. At some point banter turns into vindictiveness. And I'm not claiming to talk from higher ground here. Nevertheless in an attempt to return to a purest spec fundamental analysis and investor strategy discussion in a space i'm interested in, I'd like to take part in discussions that don't rely on faith in management. The religiosity of some holders is sickening in their delivery and hypocrisy.

Milestones not met should be followed up with SH incredulity. If not, you get management planning performance freebies without delivering on either equity or milestones.

AVZ is a monster. So is forecast demand. I don't see this being a one mine industry in the future so relatively unconcerned with others successes. But AVZ have a challenge ahead. Balls of steel definitely required. Even rick rule has stated many times that his ten baggers usually end up going through several crashes and losses of 60% prior to actualisation. However, poor performance is not indicative of future good performance, and the gall of management to be proposing performance freebies is indicative of microcaps as a whole. I've voted no on them in my own holdings. Equally suspicious is the ramping of holders that "encourage" to hold, through milestones not met. They either know something or have descended to the desperation of faith and religiosity. I suspect for self that is probably diversified in several Li companies that you're not too concerned with that (let the best man win), but for others who have gone heavy and are not just backing the horse, but the jockey as well, this behaviours is misleading and discouraged the honest conversational that need to be had.