But, we could be wrong about Arizona clay, and we could be wrong about Canadian brine. Which is why I have small positions in Bradda Head, because it doesn't have BLM to deal with it at some of its projects and has some spodumene alternatives also. And I have a small position in Grounded, because its market cap is a fair valuation of low-concentration brine viability.
AZL is not just competing with itself -- by claiming clay is cheap but DLE is cheaper. It has competition in both processes, from companies that don't have the albatross of a US $50,000 monthly rent payment around their necks.
BLM BIG SANDY APPROVED!, page-73
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Last
1.7¢ |
Change
-0.001(2.94%) |
Mkt cap ! $80.52M | |||
| Open | High | Low | Value | Volume |
| 1.7¢ | 1.8¢ | 1.6¢ | $46.03K | 2.710M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 40 | 17940020 | 1.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 1.7¢ | 649128 | 3 |
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| Last trade - 15.35pm 17/10/2024 (20 minute delay) ? |
| AZL (ASX) Chart |