Ann: Mining Licence Update, page-311

See I am trying to run numbers on any near producer (anything with product to sell pre 2025) and match up the amount they could produce x spod prices... Ford just offered low interest debt to LTR but the new rhetoric is that debt for supply is not gonna be enough going forward, surety of supply means they have to own the mine or part of it.

I am just seeing a massive undervaluing practically everywhere (especially given the April crash)... with a spod price this high and showing no signs of reaching equilibrium until possibly the end of the decade and governments only now starting to wake up to the reality that if China controls all the supply, it can be weaponized (does this mean a possible bidding war for control of supply or M&A's???). Its just looking too good to be true (and with that mindset it easily slants the largest most scalable resource too favorable), thats why I always try to look more at negative commentators to understand where they are coming from. AVZ is one of many for me but its certainly the one whose story I like the best... I often wonder if I am too close.

But yeah, Fingers crossed the rumors from geo_au of something big coming on the 29th pays off, maybe even get off TH. Markets are starting to wake up IMO.