AZS Media related thread, page-469

Totally nailed it.

In the current big and growing group of Lithium hopefuls - one has to be very selective in chosing the best horse to ride.

If AZS delivers north of 150mt then with its location this would be worth close to what LTR just sold for $6.6billion less cash and mine development progress.

Its about risk managing , backing the best horse out there in a sea of over-crowded hopefuls now - many are just making up the numbers imo

Some are in poor location, some have a ton of work just to get infrastructure up to support an already tough mining operation as many years are required to optimise production