AVZ
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0.00% 78.0¢ avz minerals limited

Running Commentary on the SP Movements., page-11343

  1. 8horse
    34,339 Posts.
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    11/01/18
    10:51
    Post #: 30219506
    I know there are 14 large Chinese companies operate mines in the region including AVZ shareholder, HuaYou which is potential suitor or mining partner, HuaYou current market cap is A$10 billion, Hanrui Cobalt MC A$7b operates in DRC, don’t seem any discount for Chinese valuation. I think non Chinese will apply big discount for sovereign risk.
    AVZ Price at posting: 33.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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