You are not alone in that:
Michael Langford @ML_SuperNinja
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Replying to @ML_SuperNinja @CnMetals and 9 others
Blue sky upside @ $AVZ just add another 5,000km+ of strike, open at depth + #tin & #tantalum and describing AVZ as the Saudi Arabia of #Lithium does not do it justice. Problem 4 AVZ is it is too big for investors to get their heads around. Not a bad problem to have.
China is in dire need of lithium and AVZ has arguable the biggest lithium resource on the planet. What is a suitable TO price for that? Does it even make sense for AVZ to be taken over or should AVZ remain involved?
Recent announcements about electric vehicles, buses, tankers by governments around the world, most notably China, plus the predicted exponential growth in demand for lithium have taken everyone, possibly including AVZ management, by surprise. They may well ponder whether a TO now is really in the best interest of AVZ given the size and quality of the resource they hold.
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