AZL 6.67% 1.6¢ arizona lithium limited

kangwane central resource increase & pit exten, page-18

  1. AI
    1,505 Posts.
    Regards resource increases, I think they have enough that people are thinking about tonnes/year rather than mine life and they have to get going before ramping up.

    Regards resource upgrades, bit slower than I think most were thinking but still chugging along. Was disappointed to hear October touted for BFSs.

    Funding, makes sense to me that its reliant on the BFS and I know it's not just about taking 44% Mbila anymore, but I first expected 44% Mbila in April. It's been frustrating waiting as a non holder, there must be some holders going nuts.

    Pattersons and Pershing, I can't see whos buying/selling and usually dont read to much into it, usually ends even, a buy/a sell. Some sort of VWAP ploy? Don't think they could push it to far below a fair value (no idea what that is) without someone butting in to take advantage, although the general market going down could help.

    No substantial holder notices, wish ZYL would publish a top 20.

    Fingers crossed there's no need for port but would be good to know they're still on top of that option should SA smelters see more trouble.
 
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