Running discussion on SP, page-19075

Sorry, I rushed my last post. The available deposits is now down to PLS (with their smaller resource, lower grade and higher impurities, located in Oz) or AVZ (with their ginormous resource, higher grades and lower impurities, but in the DRC)...


The KDR/WES transaction at $547 per tonne of contained Li2O at Mt Kidman was the most recent benchmark. AVZ is currently getting valued at $47 per tonne based on their 60% interest in Roche Dure alone!