AZL 0.00% 1.6¢ arizona lithium limited

Ann: OUTSTANDING METALLURGICAL RESULTS FOR BIG SANDY LITHIUM, page-53

  1. 4,344 Posts.
    lightbulb Created with Sketch. 8420
    the underlying value opportunity is exceptional at this point in time

    see the Big Sandy project location on this chart?
    https://hotcopper.com.au/data/attachments/3827/3827129-a481b8cd23c23d86a3d66994e2c25647.jpg
    research completed for this data under US Geological Survey auspice

    that means the US infrastructure incentives will ensure competitive advantage in the home market through mining and production through to manufacturing all on shore...thats the value of new eyes / desks in this environment ...real capital value and opportunity....at 12c...ffs bargain!

    Latin American operations are caught in a cycle of mining and exporting the resource and importing the finished product once manufactured offshore, at considerable cost disadvantage / negative revenue....losing any/all value add

    As the US drives the initiative across successive administrations you will witness exponential EV production ramp into the 2030 / 2050 targets of zero net - and the rise of lith- ion across that market sector...and many others of course ....white gold indeed.

    obviously a long way to go but the valve proposition / time horizon just significantly improved imo

    GLA biggrin.png


    Last edited by Flectional: 24/11/21
 
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