AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-65120

  1. 5,890 Posts.
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    Time for another update
    as this interview especially pricing of break up of product pricing is so so low.
    Fortunately, listening to the interview no locked-in pricing contract ????
    NOR will it be public, an interesting comment.
    Nigel mentions that it will be favorable, with today's pricing the formulae used will certainly be in AVZ benefit.

    2020 DFS was based on Primary Lithium Sulphate at $US 7400 PER TON and FOB $2662 PER TON , so a margin of $4738.
    No wonder the breakup of production is aimed at 55% PLS and 45% SC6 with reduced transport costs
    SC6 pricing 2020 based on $699 per ton ??
    Cantor Fitzgerald is being conservative with its $1.00 prior to mining license IMO.

 
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