Running discussion on SP, page-56306

Yep.....Exciting stuff BlueSkies with more exposure of the AVZ behemoth to Cantor Fitzgerald or as you say 'AVZ courting the big end of town investment bankers in New York.'

Today's poor response to LTR's DFS, a 11% drop(PLS's SP responded the same in 2016) highlights why the STAGE OF DEVELOPMENT IS IMPORTANT and why AVZ is well ahead, and why the next I.M.M.I.N.E.N.T re-rating announcements should give a BIG BOOST TO THE SP because they basically give AVZ the GREEN LIGHT TO MINE CONSTRUCTION! AVZ will be FULLY DERISKED!

***With this extra exposure to big players(Cantor Fitzgerald) which will occur overnight I would not be shocked to see the AVZ SP push past 60c!

AVZ short term rerating catalysts:

-collaboration agreement and HEPP

-SEZ-tax, royalty and duty benefits including VAT exemption and tax holiday increasing the economic bottom line and decreasing an already amazingly short payback period

-mining licence

-BFS-expecting major increase in already stellar NPV/IRR, plus shortened payback period with increased resource from wedge drilling, tax benefits from SEZ, the huge increase in output to a 10 Mtpa plant (2 times greater than PLS 2 plants combined!who have a MC OF 6.9Bn)+ 2 primary lithium sulphate trains.

The effect of AVZ's start up 10 Mtpa plant on the lithium market:





-more funding to add to our $400 million from CATH(CATL-the largest lithium ion battery maker in the world needing AVZ's lithium to meet their multibillion dollar contracts)...expecting 2.1 billion overall according to the DRC Industrial Minister Julien Paluku, I quote


-feasibility study for hydroxide plant...(hint the extra billion funding mentioned above)

-further offtakes with big hittersExciting times for AVZ holders!

BTW What I said yesterday came to pass, I quote:

'You speak of a DFS for LTR....Quite often his does nothing to a share price. In fact when PLS had its DFS in 2016 the share price went down.More important is the stage of developmentandAVZis about to receive its mining licence, full funding and start construction. This is what will really make a share price goB.O.O.M.! ,not a company(LTR) stuck in an orphan period!'

AIMO