AZL

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1.6¢ arizona lithium limited

AZL General Discussion, page-21615

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JayTeeGee

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15/03/24

10:53

Post #: 72901264
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Originally posted by BRProject: ↑

The news is true. It's no coincidence I've posted about the supply chain months ago despite only now coming into media attention. Having travelled North America, part of my role in M&A is to diligence projects. I can't tell you just how many greenfield chemical factories, battery manufacturing plants, anodes, cathodes, basically every part of a battery value/supply chain are currently being built in North America simply because there are a lot. This includes Mexico, down to supply of such things as screws and bolts. It is no coincidence we are investing on such projects as Prairie Lithium... because ultimately, raw materials need too come from somewhere. The cheaper and easier (meaning dependable and secure) the better. Hence we are excited to see pilot's results from Prairie - if it is as good as we suspect, then it's a win for many, not just shareholders but those who may depend on it within the said supply chain.

By the way, remember Liontown's attendance to the Florida conference? It's no coincidence why the Australian Govt is now investing heavily in Kathleen. So here's hoping we find even just a clue as to the results of Blumberg's meetings... because I hear a lot about LTR not nothing about AZL.

Australian entities are positioning ourselves (and helping set up) to be part of the (currently being developed) North American critical minerals supply and value chain. AZL in our view is well positioned to capitalise on what's happening on the ground... but as always time will tell if management can pull it off. Here's hoping.

Argyle appears over enthusiastic to what he sees and noticing... on verge of over pumping a stock... but his sentiment has merits. If only others would be so kind as to travel and see for themselves the size, magnitude and multitude of mega/giga factories currently being built across North America - I don't know how to describe it. Perhaps the threat of China has finally woken back up North American manufacturing power into top gear (Canada, US and Mexico). They are hungry for materials, Chile and Australia in particular when it comes to lithium as not enough production capacity to supply all these mega projects from forecasted internal supply.

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have u had a look at ESM’s dle tech ?

AZL Price at posting: 2.7¢ Sentiment: Hold Disclosure: Held
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AZL General Discussion, page-21615

The market's shrugged at China's stimulus measures all year. Why is this one different?

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The winners & losers on market if negative gearing were gone

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KalGold rolls out detailed aeromagnetic survey across Pinjin project

ACCC seeks Olam divestments before it can buy Namoi Cotton

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

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AZL General Discussion, page-21615

Top Stories

The market's shrugged at China's stimulus measures all year. Why is this one different?

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

KalGold rolls out detailed aeromagnetic survey across Pinjin project

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5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News