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Thaz

589 Posts.

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12/01/22

22:47

Post #: 58819506
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Originally posted by Scarpa: ↑

Firstly time for a VB.

Secondly, I posted the following comment below in italics when this issue came up on the LTR thread. I will leave it at that in terms of the gamemanship the LTR CEO is playing over there. The key is market cap, which between the two companies has significantly closed over the last few months. If sovereign and transport risk is stated to be a significant factor for AVZ in terms of current SP, clearly it means in production (or with a construction commencing decision) there will be significant upside in SP as the market wakes up that these risks have reduced. (Refer at the Ivanhoe SP as its DRC operations, noting Ivanhoe has other worldwide operations, came to life).

Also as I posted there today it is actually good for the whole industry that non-Chinese companies (especially those with operations not located in China) are now starting to move to source their own spodumene etc. Having competitive tension in the industry reduces the Chinese influence over time IMO, a very good thing.

From a post on Tony of LTR in the LTR thread when he stated IMO as part of gamesmanship the Africa comment etc when talking LTR Post #:58716733:
""""Whilst I understand this comment around seeking to differentiate your company against competitors, be mindful your CEO was involved with BHP and infact was involved in projects in South America. I will leave it at that. Also BHP has an interest in a number of plays in Africa as well, so I just view his comments as gamesmanship at best given he didn't have these so called issues when employed by BHPB.""""

All IMO

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I mean, if LTR holders are ecstatic about their CEO doing an article on the AFR with quotes for 'memes' - then that's fine and dandy.

I'm ecstatic about AVZ reaching closing highs - on little to no news. LTR is still around $1.65.

AVZ Price at posting: 97.5¢ Sentiment: Hold Disclosure: Held
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