AVZ 0.00% 78.0¢ avz minerals limited

Freight, page-25

  1. 9,081 Posts.
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    I did think this would get sold for like 25c, I was hardly the only one though. I haven't been the best at judging AVZ. Also happy to admit that. ML has done a great job of marketing AVZ.

    I also could be wrong on costs and if someone can show me the (fair) numbers that break down production costs to be next to zero I will be happy to discuss that.

    Short answer to this whole debate has really been build a chem plant. Even if transport costs are 2k (includind reagents) and an oversized power bill costs should be 5-6k/t or carbonate. That is on par with what any increased output from SQM will be.

    As I said AVZ is still value. I am just in the chem plant camp
    Last edited by binwood: 28/01/18
 
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