Ann: Annual General Meeting Results, page-34

You're wise....re-rate on AVZ only just beginning with many SP catalysts about to hit. It's all about timing with respect to which companies you are invested in, and while there are companies with potential they can be in the wrong phase of development and your money is stagnating!

AVZ are having the best re-rating catalysts about to hit this quarter with who knows what news is going to come out of the DRC mining forum next week.-PRESS HERE

Very Exciting times!

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 massively increased lithium prices than when original DFS was done, 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 7 .1 Bn)+ 4 primary lithium sulphate trainswhich would have transport costs by 50%!


-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 to add to our already huge binding offtakes secured with big hitters to supply CATL, the world's largest lithium-ion battery maker