AVZ Peer Transparency, page-115

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Dr_Manhattan

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23/08/19

23:43

Post #: 40129237
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Originally posted by stevo 111 ↑

So correct.

There will be no production for AVZ for at least three years, more likely five so discussions of US$550 pt are irrelevant.

When and not if AVZ does enter production the world will be a different place, markets will have evolved, EVs will be common place and the appetite for lithium will have ripened. The oversupply days will be over and prices will have corrected as basic school hood economics come into play.

You either believe in this evolution or you don’t. I really just don’t see the middle ground on this one. I see a swift blow coming to fossil, I’m sure their best efforts may slow the progression but once momentum gains traction it’s all over.

I for one appreciate Horse’s continued posting of EV news, these stories are the building blocks of the industry, every positive story lends more credibility to the lithium story.

I’m all in on the electric revolution, time will tell wether I’ve made the right decision. But watching the huge investments in giga factories, massive R&D from big auto, diversification by oil into charging stations. Mandates on ICE vehicles being brought forward, emission standards being redefined. The USA slowly changing its tune as the taste of defeat to the Chinese starts to sour the palate. Let’s add this to the critical metals list!

Horse mate, I’m not sure on you’re prediction for a turn early next year. But I’m certain an enormous correction before late 2022. As previously stated more than happy to be proven wrong.

GLTA, even Kevin if he still stalking. (you actually hold any stocks muppet)

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I tend to agree.
AVZ is now a long term hold as I don't see any new mines getting funded until demand catches up.
That should at least give some time to improve the transportation situation.

AVZ Price at posting: 5.1¢ Sentiment: Hold Disclosure: Held
11 Upvote

0 Great analysis

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AVZ Peer Transparency, page-115

Top Stories

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Immutep reports strong response rate from immunotherapies treating carcinomas

Almonty locks in govt agreement for tungsten oxide plant in South Korea

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