That's the point roller and a high important point in my view.
From now onwards till 2023 I expect, the price could be low, and no WA lithium play can mine it without losses and the end is clear.
AVZ can alive more likely than others, so I have a strong vision that Manono will go into production to SUPPLY and make profit.
I studied the Dfs deeply and followed here on HC the whole day, but I missed out the most important thing to be discussed:it is not all about the Chinese, what a huge story.... NF is referring to Europe and the US and that is fabulous in my point of view.
He is also talking about an possible offtake with Yibin about 200k to 250k,so it is also what we expect, that the deal with PLS is only to give it a start for Yibin and then goodbye PLS.
So it comes true what we assumed and I understood our PLS and other friends fear now.....
Sorry forfm that, but all depends on the price.
Oh yes, it's the DRC and nobody want to make business there, I forgot
The NUMBERS will be improving from time to time, there is enough potential to do, but the team will be able to, so let's see if some, which are not happy with the Dfs today, will be in the future.
Some pruducing companies are not able to improve the numbers and blocked by themselves, so for me is clear, it is another plus for AVZ.
It is an amazing first DFS with possibilities to improve and take the lead in the li market!!
So all what we need now, is the Tax topic fixed, and the first binding offtake agreement and then go you good thing.
So, for the next 3 to 4 months we can sit back and relax and await several Announcements.
Stuff enough I would say
Again, amazing Milestone box ticked.
For sure, it is all only my poor opinion that it will come as I wrote and is no investment advise.
Best wishes and stay healthy all.
Last but not least :the whole story about the trading halt showed me by 100% that with AVZ is no insider information game running.
Nobody was aware of anything, and the biting in this direction is not longer acceptable is our forum, because it is a lie!!
Take
Take care all
What a great day
BEO
