one of the locals here has 55.833 M of revenue from its sale of spodumene
AVZ now has way way more tons commitments for spodumene
AVZ now has an enormous percentage of the locals total revenue for 2020 in a single Tin offtake
AVZ has room to deliver more offtakes
AVZ has a small market value compared to the local which has had years of operational advantage which has delivered not much, either the local is insanely overvalued or AVZ currently has to be re rated up imo
anyhooooo, good luck,
good achievement imo to contract Noble Group which is one of the top global players in commodities like glencore....
AVZ Price at posting:
21.5¢ Sentiment: None Disclosure: Held
