Running Commentary on the SP Movements., page-3433

For a small cap under $100m, that might be more weighted, in my view.
But AVZ, is about a $500m stock, would these buys/sells (without knowing underlying beneficiaries) really give much meaning for?

The lihtium is hot, expectation is great, Chinese are pouring real money (invested in A$14b in new energy last quarterly, A$6b on mergers and acquisitions of battery related assets over last 7 months).
AVZ potentially has lithium deposit greater than total lithium resources of the all ASX hard rock companies, and is valued at 90% of the average for its exploration risk and sovereign risk. These are the key. IMO.