excellent analysis !! Must have Phd in Li or geology
what are the different colours eg white / dark brown areas
appears a lot of it is over the ARV / GRE ground ?
IMO potential is huge - reckon GRE is 6-7 months behind Azure when it took off and ARV a month behind GRE
Returns to date ( X bags)
ARV 0
GRE 2 x
AZURE 10-12x
Note Azure first drill results didnt trigger huge re-rate 4-6 months (lesson here for all is to be patient with drilling but with good results the re-rate occurs)
AZS Re-rate occurred once market realised this was really around mid to late July
GRE tracking Azure up until early July then has fallen off (strange) should be tracking or be 3-4 x return and ARV should start to track GRE
Azure doesnt control all the lithium belt as it is clearly extending east to west in a trend from GRE to Azure
Have sold all Azure (think returns have been great but harder from here for XX bags) , DL1 sold at 90c to major buyer and ESS (sadly gone too cheaply to major group backed by MinRes), sold all rats and mice stocks and focus on key 2-3 players in Pilbara
further consolidation and M&A activity predicted in my view - focus should be on WA and those companies withe market caps less than $100m
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- "Its a lithium street party in the Pilbara. Here's the stocks with grounds close to Azure."-4 hrs ago
"Its a lithium street party in the Pilbara. Here's the stocks with grounds close to Azure."-4 hrs ago, page-25
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