Running discussion on SP, page-35118

to simplify further:

if the lithium price is not the reason avz is not getting offtake atm, then it must be something peculiar to the project or to avz itself

and I am saying perhaps the answer lies in project economics and that’a why pit drilling, SEZ & tax breaks and getting another 15% have become necessary



.. and no I’m not here to stir. I want answers and Nigel has not been clear enough on reasons for delays or time lines in my opinion. I have heard spin about offtakes and finance since early 2018 and it is very hard to believe that now is any different esp when the lithium price is depressed.