" but, on or before Monday (Tues pre-market) we are expecting...

" but, on or before Monday (Tues pre-market) we are expecting the release of:Metallurgical Test Results An updated Transport SurveyThe 5Mtpa and/or 10Mtpa Scoping StudyAn update on the DFS landing (if not the DFS)"

I'm definately not expecting DFS that soon. Not until end of second quarter at earliest.

Whilst, based on what AVZ have said it is reasonable to expect updates on scoping studies and transport - I don't expect anything transport related to be updated because I think following DRC elections things have (hopefully temporarily) slowed down over there in just about anything to do with dealing with government or bureacracy - just my read - they haven't got a new Prime Minister yet. So I'm guessing some of the folk AVZ we talking to re transport may have changed or had their focus affected.

Also in my opinion getting transport right - producing credible and detailed solutions or updates on trasnport is becoming more important (but not more urgent) - I think delays of a few months on transport (which affects all their reporting now except mets) are better than ill thought through or fudges on transport. They need to do better than was done in the scoping study because the degree of certainty has to be higher. But in my opinion they are better off providing better solutions up to six months late than they would be providing fudges that are closer to being on time but will run awry of JORC reporting standards with the ASX.

For me AVZ only has two major issues - one really staying solvent whilst the transport situation improves to a point that they can reasonably describe what is happening on the ground and show an all weather route to everybody and anybody.Then and only then in my opinion do offtake agreements make sense. I think retail support will complain but stay with AVZ whilst they stay solvent and the share price won't drop much irrespective of Huayou - might dip to 2cents) so long as AVZ doesn't make major blunders in JORC reporting and doesn't run out of money before they have a transport solution. I think if they have to they can get another cash raise like the last - which would be the 2 cent scenario with a year delay.

I'm open to pleasant surprises but just not seeing evidence of roadwork planning I'd like to see this close to the start of the dry construction season.