AEV avenira limited

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looks like people are calling for a spike in lithium next yr...

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Barry81

3,463 Posts.

619

16/05/25

20:36

Post #: 79079819
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Originally posted by minezone1000: ↑

I haven’t posted in a while but I’ve been following developments very closely.

There appears to be activity happening behind the scenes in preparation for the mining site setup. Multiple tenders have been issued to market, covering a range of operational requirements and the company has recently re-engaged key personnel to support the mining phase.

While an approved MMP is already in place, it is currently undergoing revision to increase the approved saleable tonnage to approximately 50,000 tonnes per month.The delay in finalising the revised MMP seems to be linked to recent changes within the Northern Territory Government—specifically, the resignation of a key official and the appointment of their replacement—along with some minor amendments to the plan itself. Based on the current timeline, my guess would be approval could be granted by late May, or by mid-June at the latest.

I remain confident that mining operations will commence in the next 4-6 months.

Good luck to all shareholders.

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looks like people are calling for a spike in lithium next yr based on increased demand for evs and Bess particularly in China.

also interesting to note that China is mainly invested in LFP cathode which will mean an increased demand for phos acid.

Will be interesting to see other than hebang who the offtake partners are.

https://www.voronoiapp.com/energy/Charted-Battery-Capacity-by-Country-2024-2030--4766?utm_source=Voronoi&utm_campaign=5dacd344e9-EMAIL_CAMPAIGN_VORO_NOTIFICATION_12_05_25&utm_medium=email&utm_term=0_-ab735e35b9-47557914&mc_cid=5dacd344e9&mc_eid=UNIQID

AEV Price at posting: 0.8¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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