8Horse,
Its really nice to see old posters come back in a positive light. There is room for many in the lithium space and i wish them all success, but AVZs potential can no longer be ignored. Trolled for so long and probably the most trolled stock on the ASX. I think the size and scale of Manono is starting to sink in to many. The upside from here is immense as shown by
@setfire2thehive post. These experts are only going to be able to ignore it for so long.
I watched a podcast recently talking about what could impact the long term prices of SC6.
NO-ONE mentioned the 1.5billion tonnes sitting at Manono and potential for 2 x 10mtpa mines. For me a good expert would acknowledge that if AVZ comes on in such a way, that the price could likely be controlled by AVZ. 100% of the product is now locked up in deals, that alone will have a big impact on offtakes for other mines.
If any duo was going to turn Manono into a thriving success, for me its AVZ and CATL. This is a massive partnership and should send a message through the whole industry imo.
You are correct and some experts look like complete idiots if you ask me.
Credit to your character coming back and posting your honest opinion.
