AVZ 0.00% 78.0¢ avz minerals limited

Ladies and Gentlemen, Time to Rethink the Fundamental...

  1. 73 Posts.
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    Ladies and Gentlemen, Time to Rethink the Fundamental aspects:

    1,Road and the whole transport route : viable
    2, FOB cost sub $300/current market price $900)lithium concentrate)
    3, IRR, NPV awesome, technical of Manono deposit outstanding and unique on earth
    4, exploration done, studies being done
    5, potential strategic investors and off-take partners are watching closely
    6, Mgmt working hard, along with advisers to raise funds, in order to make project going forward
    7, Hardrock lithium resource becomes more scarce as no new economic sounding project pop up, and brine still refrained
    8, Demand side keeps soaring (no need to elaborate for now)
    9, Frozen sentiment in last Q3 Q4 about lithium starts to melt down.
    10, Political situation in DRC stablising. Americans and Chinese are looking to seize the resources. Chinese are building infrastructures including hydro power plants and roads.

    If one is rational enough, the project can be deemed as still deliverable , aaaand,IT IS UNDER 'THEIR' RADARS.

    Or,think it as a private company and not treat it like trading instrument. So when it comes to more mature stage, the return is enormous like a unicorn(you name it).

 
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Currently unlisted public company.

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