AVZ 0.00% 78.0¢ avz minerals limited

Locke Extension, page-28

  1. 2,963 Posts.
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    Another development was rio engaging with drc , perhaps rio buys out the south from us and we retain some sort of jv equity.
    Either way, avz has better return on an exit at considerable valuation. Lithium must bottom for this to happen so avz continues to be safest in halt. Not a fan of delist though.

    Cxo sub 10c now! Down from 1.5 or 15x lower! What would avz be trading today if we were listed? Exiting lithium was probably the right trade a few years ago but with EV going up, lithium market is mispriced and will recover as EV volume sky rockets post mass acceptance (close now? Who would buy a new ice vehicle?)

 
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Currently unlisted public company.

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