AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-616

  1. pbx
    506 Posts.
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    It is being FACTUALLY proven that this is the largest resource on the planet.
    Not because of the same old stories been repetitively told.
    Not because of your bla bla bla, in detest.
    P E R I O D.

    Very little has been priced in. Primarily management's previous mindset to quickly offload and move on, was interpreted as weakness/hastiness to be played with. That is why TO did not eventuate in December or January. All the better, in my opinion.
    On a related matter, do you believe that those that jumped in at the recent 25c CR and the frenetic Friday's 30c corporate buyers are naive ?

    Even if the oversupply rumors that are circulating the market - which the articulate boss of my ex and your current holding PLS, Mr. Ken Birsden, dismisses - were to be proven correct, wouldn't every entity involved in the Lithium/EV domain want to own or be affiliated with an unlimited, stable, easy to mine and very cost effective resource of raw materials ? My view is that they would, as such an outcome would smoothly regulate the industry.

    For this reason ( that is supported by the ongoing quantifiably substantiated nature of Manono, that did not exist back in December ) the real players - and not us window shoppers - are addressing the issues of infrastructure and logistics that you are correctly pointing out. Behind the scenes and right now, as they need to formulate the timeliness that you have also mentioned. Proving the resource has provided all with the motive to do so.

    I am no expert to have an informed view on these contextual to on-site mining issues, but if you possess insight could you please share with us, being more analytical instead of throwing in your negative one-liner doctrines ?

    As for SP decline, market is not always well informed or rational in its intermediate reactions. At the end of the day, however, it is essence that counts.
    Last edited by pbx: 07/04/18
 
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