Running Commentary on the SP Movements., page-7832

Let's not turn it into a pi$$ing match 8horse as many do, many are long on both AVZ and TAW, not to take anything away from how good AVZ looks but, As said TAW has a sheetload going for it too: -next Li producer who has somehow seemed to slip under many radars -a lot more derisked -alot less chance of dilution with big revenue starting late next quarter -MD Mark Calderwood who literally wrote the book on pegamites in WA -quality management with proven past who have constantly over delivered lately -binding offtakes -EV company throwing $20million in at a premium to the share price -fully funded to production -shipping next quarter(not just starting to produce) -less sovereign risk here in Australia -drill still going now and resource upgrades to come by eoy, will be fully funded to drill like crazy soon on what looks like very prosperous land, not just Bald Hill but TAW's 100%-owned Cowan Project which covers a 26km strike of two rare earth pegmatite belts over 721km2, but management are smart enough to turn over the big bucks first to help prevent further dilution of shareholders before they go just boasting about resource size -could go on about other derisked factors, etc but u get my drift