AZS Media related thread, page-410

First 410 Last

Share
Profile

Follow
calmbeforestorm

5,143 Posts.

2101

01/09/23

00:24

Post #: 69676722
Share

Originally posted by dolcevita: ↑

I saw an analyst interviewed by one of the more serious guys in YouTube channel Money of Mine* saying that these days the market is reacting to a lithium exploration target, as if it's a declared resource. So that explains the advanced stage of the SP compared to those earlier examples in your charts.

This reflects how hot the Li market now is, and likely to be sustained as the latest posts on Li demand/supply outlook to 2030 confirm.

So it's accelerating the patterns of earlier times. I will try to find the MoM link and post it or ppl can do their own searches.

It's also interesting to speculate that AZS may not have the usual orphan period either as foreshadowed by some posts of others earlier showing that standard mine life chart, because of the proximity to port, likely processing by SQM and other happy colocations like gas water, electricity roads airport, town facilities etc etc.
Not to mention the Ni.

I need to take another chill pill...LOL!

*I got over my antipathy to those guys at MoM for that shambolic interview of Tony R and his son.

Expand

and today they did a deep dive on the CHN SS - it was a very good analysis - basically they tore the SS to bits and are saying the CHN SS shows the PGE project is unlikely to get into production ie it’s a lemon. I had already arrived at that view - you can see my posts on CHN threads to which I just added a summary of their podcast.

AZS Price at posting: $2.57 Sentiment: Hold Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

RCE

Recce's R327 found effective against E.coli during clinical trial

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Microcap Wrap: 5 explorers with news out today

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker