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78.0¢ avz minerals limited

I agree that it’s likely for further upsides to occur. I...

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moderndayyeti

294 Posts.

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15/07/21

21:37

Post #: 54537249
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Originally posted by tomthrasher: ↑

Thrasher here if you are referring to my Excel tables.

I simply applied the new JORC Roche Dure ore recovery and Li % to the other deposits.
CDL is documented as better than RD.

It is logical that the ore recovery will get better and better with production and advanced mining techniques over the next 25 years!
Nigel pointed out that the recovery is only 1/3 at this point.

So I stand with the comparison. CDL and the exploration upside are estimates.

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I agree that it’s likely for further upsides to occur. I probably would have just updated the additional $25bill of RD instead of flowing the assumptions through to the others, but each to their own - all good!

thanks for putting together the figures!

AVZ Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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