Running discussion on SP, page-61391

I have been holding AVZ / PLS for about 4 years (and a couple of others now too)… I am aware of AVZs potential. I am also vaguely aware of how much lead in time is needed to get a mine going and that delays and setbacks can occur (which is why we don’t have an ML pre 2022). I already said I think AVZ has the better resource and greater potential. How quickly can it achieve its potential and scale up and/or start producing? Last I heard it was Q2/Q3 2023 (if there are no delays), NF said that in the fireside chat with Cantor.
There were a few different scenarios that were hinted at too regarding size of mine and also a few different products in the mix the bulk of which is sc6, there was talk of moving into primary lithium sulphate and prioritising the Tin (with the alluvial miners)??? juxtapose that with PLS who are JVing with posco on hydroxide conversion… my point was, until our company moves closer to production we are not peers with lithium producers IMO.

As an olive branch, the bulk of my holdings are in AVZ and I am hoping it will mature into something life changing (it probably already has if I wanted to realise some gains), that said I am maybe a little too pragmatic for HC. I come here (and other places) for balanced accounts not echo chambers where we blindly validate each other.