My comment you are referring to was mainly about benefits of DRC hubAND how a lot of stuff is inter connected - which mining license makes easier (and not about ML greatness).
We see that inter connectedness almost immediately now that CATH deal is progressing,as soon as mining license is coming.
Also a reminder again about $1.15 etc. - as I mentioned in early comment today, check AVZ over multiple time frames against sector performance, for a more accurate picture
Your comment about hard reality ahead in April wasn’t entirely wrong and I believe that unlike some others genuine downrampers here, you did not have ulterior downramping motives, but your logic wasn’t entirely right, as I'll attempt to explain below.
Main points about hard reality ahead you had was about orphan period, mine still to be built and you compared hype to LYC and PDN in past.
Orphan period / Lassonde curve / mining life cycle affects many companies in post hype period when hard reality of building mine has to come about. You are supremely confident that hype period has ended. I’m not - especially considering that I consider Lassonde curve as an extension of “buy the news and sell the fact” (one example of which happened today).
There is plenty of stuff planned ahead like HEPP, collaboration agreement, DRC hub, FID, financing, offtakes, and very importantly updated DFS which can blow all expectations out of the water. "Hard reality boring mine building phase" might come about after all this and who knows what the price is then, which will depend on further news, expectations and overall sector performance.
Also, important to note that LYC and PDN (which you mentioned) both fell once the sectors fell. PDN fell hard during GFC and then had a massive blow during Fukushima. So if you note closely, your own examples pertained to sector and broader macro falls -a risk which I point out repeatedly, that lithium sector analysis is one the most important points here.
I repeat that I have no clue for sure what is going to happen tomorrow or in short term. 3A2.F (Frankfurt) is at 0.55 right now (AUD 81) – so ideally, we might have a flat day tomorrow (or even end up green), but I’m not into making day to day predictions and have used a combination of AVZ FA, sector FA, AVZ TA, sector TA, broader macro etcin assisting my decisions to simply do nothing but hold for ages, so far.
This of course needs to be re-evaluated daily, and if it goes down, then I'll see how past major levels like 73 cents, etc. hold
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