AEV
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0.00% 1.1¢ avenira limited

High potential and diamond hand will be rewarded.Both Phosphate...

  1. mirage2002
    282 Posts.
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    03/11/22
    14:52
    Post #: 64571287
    High potential and diamond hand will be rewarded.

    Both Phosphate Chemical companies
    600096 Yunnan Yuntianhua Ltd market cap 10B AUD
    600141 Hubei Xingfa Chemical market cap 10B AUD

    And CATL, world's largest battery producer, relies on them for the LFP's Phosphate chemical. CATL is famous for its bad attitude of treating Lithium upstream suppliers. However, as I heard from reliable source, CATL never and would never displease its phosphate supplier. You can see how tight and important is the Phosphate supply.

    AEV is only 15m AUD market cap, with
    - big proved resource
    - clear pathway to Phosphate chemical producer
    - located in Tier1 jurisdiction
    - in the period of global supply chain shift away from China
    - backed by NT government
    - starting the relationship with ALEEE and other USA EU Korean Japan partners

    Significant re-rate is near. 10x is the first stop.
    AEV Price at posting: 1.8¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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