I agree with production time frame but lets talk short term news to current SP.
Lets talk current SP do you think that the ann of a feasible transport solution that allows JV/Offtake agreements will have 0 affect on current sp? I wont even try to guess where the SP will elevate to if and when this eventuates because the heard mentality will be massive once the cautious hands see it has nothing holding it back from production.
In comparison for me to double my position from 9c 18 c is pretty reachable. that being said those in the 20 c range 40 c is achievable also.... PLS for example 80c to $1.60 in a production phase is a profitability deal and volume related increase in SP which IMO may take a lot longer.
Moving down the line Battery manufacturers want the highest grade product they can get to produce the best battery's possible. the simple fundamental is not many match AVZ.
I'm aware of the risk and I hold PLS but my optimism is with AVZ
BB
AVZ Price at posting:
9.5¢ Sentiment: Hold Disclosure: Held