IMO, logistics is the key issue now (always was). If AVZ can show reasonable economics and plan of moving the concentrate out of Manono, AVZ is set. AVZ need to dispel the 'stranded resource' view which I believe is the biggest concern of new potential investors. While ML being silent makes it seem like nothing much is happening, Airguide is working away behind the scene on those Chinese connections.
AVZ Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
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