If TO doesn't happen, which I'm feeling is more and more likely as the months go by, 50c post jorc and $1 on signing of JV or serious offtake deal
Huayou own 10.5% of share and are in a tight relationship with dathomir which hold 13%, they're pretty much guaranteed to vote no as the asset is more valuable than cash profits to them. It leaves a poll requirement of 51/76.5 which gets kinda tricky to achieve comfortably
AVZ Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held