AVZ
Click for more information
0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-73238

  1. Skar
    270 Posts.
    lightbulb Created with Sketch. 77
    clock Created with Sketch.
    08/09/22
    15:25
    Post #: 63592693
    Gotta get an ML and get off TH!!!

    Regarding long term off takes, blessing and a curse. Given smart money says deficit till ~2030, any long term agreements need to build in some (hopefully a lot) of the upside.... being locked into 2k/t to a JV partner (just a number plucked out of the air) if the going rate is over 5k and spot price is 7k is not great.... unless there is some consideration around processing/converting the balance and making it saleable on market.

    Come on management get us home!!!! I am seeing too much green across the board to have this monster caged up so long.
    AVZ Price at posting: 78.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 29  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

FWD Queensland's housing crisis an opportunity for ASX builder Fleetwood – and taxpayer cash a safe harbour from the storm
right-arrow Created with Sketch.
MGT Magnetite Mines set to progress DFS for Razorback through deal with JFE Shoji
right-arrow Created with Sketch.
ENR Encounter Resources flags latest niobium hits in fresh assay data
right-arrow Created with Sketch.
NEWS Good debt vs bad debt for the property in your investment portfolio
right-arrow Created with Sketch.
TX3 Canadian fieldwork yields multiple pegmatites for Trinex
right-arrow Created with Sketch.
RNU Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some
right-arrow Created with Sketch.
watchlist Created with Sketch. Add AVZ (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.