Running discussion on SP, page-50497

AVZ went to 27c due to lithium sector bullishness... not the fact that the ML was near IMO. If the peer group continues to bounce after recent retrace then AVZ will get dragged back up as well ML or no ML.

I suspect the new energy sectors will have a extreme purple patch going forward. Worst kept secret in the world and one of the easiest ways to make money in the next 10 years at least. Find a quality new energy related co and park your $. Even better if you look for future emerging sector leaders and take a position (before greater market realizes ).

I have not doubt whatsoever that AVZ will lead the lithium Hard rock subsector in time with the unbeatable combination of H.Grade, Scale/size, Low Strip and SEZ/Tax Concession which will more than offset transport costs. Even more so when they go to PLS/Hydroxide production.

Its one of the biggest no brainers around. IMHO