BASF is a company which has been around for a while and knows that a premium product comes at a premium price.
As Scarpa explained, contaminated product causes clinkers.
Anybody ever worked with kilns know how funny it is to deal with clinkers
If the process to sign contracts takes a little, all it means in the current climate AVZ's negotiating position improves with rising tin and lithium prices.
It can't do the process of obtaining finance harm.
AVZ Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held