Ann: Arbitration update and HY report clarification, page-86

First 86 Last

Share
Profile

Follow
geo_au

5,862 Posts.

868

24/03/23

12:05

Post #: 66941154
Share

Originally posted by Roon-Aus: ↑

i think it potentially could be if everything works out. Thats a market cap circa AUD 18 billion in the unlikely case that there should there be no further dilutions, if my back of napkin sums are accurate.

If we weather this storm and end up being able to purchase the 15% instead of Zijin, expand to 10mpta, succeed in our unproven Primary Lithium Sulphate plans, expand our key buyer base beyond China, perhaps institute an auction for part of our throughput like PLS, and become involving in a downstream JV with a major player for greater involvement in conversion processing in a lithium hydroxide plant - then the world is our oyster. Especially should the long range projections hold true regarding a lithium shortfall against demand. If all that comes to pass I could see the company reaching those stratospheric heights perhaps in 5-8 years in which a valuation of 20b despite its DRC location are possible.

However a lot of things would have to come together to make such a circumstance viable, and we alternatively may lose our war and crumble into dust and years of last ditch legal actions resulting in a great big Nada. That may even be more likely.

So to suggest that somehow we will be relisting with a SP of 5$ is just so ridiculous that it beggars belief. Regardless of if it came with a ML, FID and favorably concluded ownership disputes. I hope this individual doesn't actually believe that to be a possibility and was just being dramatic, but it's that kind of silly talk that led to a lot of trapped holders.

Expand

I didn't say it would relist at $5.00 I clearly said down the track.

AVZ Price at posting: 78.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

SPN

Sparc opens small-scale green H2 plant in SA, but liquidity dried up

ASX Market Close: Virgin soars on IPO | June 24, 2025

MTS

'Outperforming' Metcash books profits lift – even as illegal tobacco rocks sales

Virgin joins Greatland, VBX Ltd as IPO market heats up ahead of FY26

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

First 86 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Ann: Arbitration update and HY report clarification, page-86

Top Stories

Sparc opens small-scale green H2 plant in SA, but liquidity dried up

ASX Market Close: Virgin soars on IPO | June 24, 2025

'Outperforming' Metcash books profits lift – even as illegal tobacco rocks sales

Virgin joins Greatland, VBX Ltd as IPO market heats up ahead of FY26

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Featured News