AVZ research report, page-81

Interesting comparison of expansions

• Ganfeng Lithium - 54,000 to 200,000 =146,000 gain. Mostly China, Australia & Argentina risk.
• Pilbara Minerals - 25,000 to 150,000 =125,000 gain. Australia sovereign risk.
• Mineral Resources - 35,000 to 74,000 =39,000 gain. Australia sovereign risk.
• Livent - 20,000 to 60,000 =40,000gain. USA base with Argentina project sovereign risk.
• Allkem - 8,000 to 60,000 =52,000 gain. Mostly Argentina and Australia risk.

AVZ - Production 700kt SC6 or 100Kt LCE for phase 1

Expansion to 10mtpa makes that 200kt LCE - anyone bigger?

All we need is a lack of curroption in DRC - Does mining license, surface rights, IGF , presidential approval, Battery Council , give us this?

You'd have to be a complete baffoon to be better on the slim chance the 15% we didnt have will sink us... silly shorters...