Running discussion on SP, page-32838

Rise in Jan / Feb this year was on improving sector sentiment and Expectation the Yibin transaction was completing along with associated Offtake.

The drop in late Feb and March was a global Covid Pandemic sell off.....not AVZ related.

The sell off and manipulation continued as the Covid Pandemic escalated.......and was further kicked in the teeth by the Global X sell out in June.

Completely different macro fundamentals at present..........AVZ closing in on Offtake and Funding........FID close behind.

There is a much clearer path to FID and Development now........fair value is way north of where the SP currently is