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2.3¢ arizona lithium limited

This discussion would be an interesting one to have Who’s gonna...

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Chris2184

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29/12/23

12:50

Post #: 71656441
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Originally posted by Yevgeny: ↑

Hi mate - I'd appreciate your input. Some other chap raised this point, and I don't think it's been addressed, yet.

Comparing Anson's DFS from 8 September 2022, to today's PFS from AZL, Anson appears to be more attractive; AZL's post-tax IRR of 23.9% v Anson's post-tax IRR of 37%.

This difference in returns looks to be due to the additional cost from the conversion charge for LCE (chapter 11.3 of AZL's PFS).Playing Devil's advocate - why should investors pick AZL over Anson when the latter will (allegedly) give them a better return?

What advantages do you see AZL has (if any) over Anson? Or Vulcan for that matter (I think LKE is a dead duck). I can't think of other comparators right now.

The market must see something otherwise the SP would have tanked by now. I just can't see what that 'something' is.

Would be really interested in your thoughts (or other holders, if they have them), in this regard.

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This discussion would be an interesting one to have

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AZL Price at posting: 3.2¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last 2.3¢		Change 0.000(0.00%)		Mkt cap ! $102.8M

Open	High	Low	Value	Volume
2.3¢	2.4¢	2.3¢	$404.9K	17.60M

Buyers (Bids)

No.	Vol.	Price($)
25	3677586	2.2¢

Sellers (Offers)

Price($)	Vol.	No.
2.3¢	2286459	4

View Market Depth

No.	Vol.	Price($)
24	3643041	0.022
27	9308496	0.021
23	3272499	0.020
10	2602729	0.019
5	1438336	0.018

Price($)	Vol.	No.
0.023	2286459	4
0.024	8168200	20
0.025	6413452	39
0.026	4423715	19
0.027	2050638	10

Last trade - 16.10pm 04/06/2024 (20 minute delay)


Last 2.2¢			Change 0.000 ( 4.35 %)
Open	High		Low	Volume
2.4¢	2.4¢		2.2¢	2641245
Last updated 15.56pm 04/06/2024 ?

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