Running discussion on SP, page-53910

Agreed. Would loved for this to happen yesterday. As soon as Nigel knows, it will go ahead. But patience is the absolute key.

For everyone rushing, if this isn't a 10+ year hold, you're not thinking big enough.

I get wanting to de-risk asap, but hoping many here are thinking about AVZ has their early retirement play that will sit in the background.

Looking into the future, 10 years from now.

AVZ hopefully 10 years into its mining life (2030). Hopefully 2x10mtp, 2xPLS, any other onsite value adds that I am sure I am forgetting (reply any thoughts, I am no expert mine operator). At this point we are at 2030, construction debt is paid off, jurisdictions worldwide are banning ICEs, and hopefully AVZ is the pipeline of Lithium into Europe. At this point we are buying other tenements, diversifying, paying dividends.

Similar companies at this point in time to compare this potential to are in the market caps of 20bil to 100bil.

Is it a certainty? Absolutely not. But risk reward ratio is decreasing by the day in my view.

Are there are miners that could be the star? Absolutely. But for my personal risk profile loves this play. And for me sovereign risk (shrinking daily at the moment) is matched by the scale rewards.