You really think our SP is going to go higher than LTR SP "very soon"? Even if they remain stagnant while we shoot for the stars with newsflow, that would need us at some 4.5B market cap - which while certainly possible come production (I would go as far as to say likely), I just can't see happening anytime soon. Everything going to plan we could well come out on top one day, but on this call I think your crystal ball may be off. We have been consistently outperformed so far and I don't think we'll catch up until we have certainty - ore on boats, and PLS angle proven. ML/Financing etc should give us a handy boost, but I think even this won't allow us to surpass many of our (probably overvalued) peers.
I don't see why its always gotta be an us vs them with you, but while you can keep saying saying soon soon and deride everyone else's choices, ultimately those choices to date have prevailed.
going forward however we obviously have greater upside, and whatever Kikker says - our resource should see us through. Though I do hope we get an experienced JV partner that takes over at the helm from existing management.
AVZ Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held
