AVZ 0.00% 78.0¢ avz minerals limited

Running Commentary on the SP Movements., page-4935

  1. 205 Posts.
    Its quite obvious that if M-K resources were to more than equal in sum all other hard rock lithium deposits then there would be more than one operation perhaps several. The only downside to that is spreading risk, hence supply from many jurisdictions is always best for such an enormous vision, hence all the low cost producers will do well irrespective of M-K changing the balance and hence the economics.

    latest hint from AirGuide CEO : CNMC ; M-K is looking Tier 01 strategic.
    Of course we'll only know once its sold which is won't be far, drilling will be halted for sure with excellent bids placed
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