Excellent commentary @Scarpa.
Personally, I see AVZs ability to remain aloof regarding thier intention to sell or mine only increases value moving forward and may help create a price war now that a western investor is on board. This should help create more global awareness rather then just Australia and China.
The longer AVZ can keep this card close to thier chest, the better off it’s shareholders will be.
I still believe AVZ will move to sell, and I see today’s announcement is simply a great step towards speeding up the process plus adding value medium term along with east and west awareness and maybe even acquisition competition.
If AVZ sell the whole project or in fact retain some ownership, today’s announcement is a necessary move in the right direction.
Short term pain on CR discount but for a long term gain.
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Excellent commentary @Scarpa. Personally, I see AVZs ability to...
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