Banter and general comments, page-1799

Just listening to a podcast on Spotify which is well worth a Listen- The Market Bull Episode 61 ‘the lithium stampede continues’ - a few bits about AZS:

- Mark Creasy will extract maximum value out of Andover and will wait until the PFS before deciding what to do ie develop or sell - this has been my view for quite a while based on My research
- other comments about SQM 20% in AZS
- will be as top 5 resource
- mentions the other stocks ERW, RDN and GRE who have not yet drilled as hole but SP increased 200%, 400% etc based on their proximity to Andover with some rock chips
- they discuss the China lithium spot price - people only go there in Emergency; quality of the lithium product is questionable, China spot prices are irrelevant, companies are selling at premium prices to China spot prices
- delays in commissioning production is an issue ie delays
- they are not very complementary about the lithium analysts - ie their projections have been po
or with many new to the lithium market

My conclusion is I still remain positive on the lithium market and AZS.