Running discussion on SP, page-26417

AVZ: a transitioner(explorer to miner) has bagged year to date!

This is in sharp contrast to producers, who are struggling in a low price lithium environment, especially those with high costs to bring their inferior product (PLS) up to spec!

AVZ-many SP catalysts to tick off that producers have already factored into their share price and AVZ will be producing within two years, right in the sweet spot, when the demand for high quality lithium will be at a premium and a high price that only AVZ and Greenbushes(global leader) can produce cheaply.

It is still not too late for holders in producing companies to take advantage of the many share price short term catalysts available for AVZ:


Short Term SP Catalysts:

-completion of metallurgicals(will potentially show further how cheaply and easy AVZ spodumene can meet new generation battery grade specs)

-AVZ increasing stake from 65 to at least 75-85% increasing economic bottom line and better positioning AVZ for funding/offtake

- offtake(Chinese-Yibin et al./Non-Chinese)-icing of Yibin offtake(imminent!) will induce others to come to the table(Chinese or non-Chinese) or miss out!

-AVZ tax holiday-ticked off with announcement yesterday; increases company NPV/IRR and allows greater incentives to investors

- DFS Q1 2020-90% complete

-funding(Chinese/Non-Chinese/DRC government)

- SP moving up further on Global Lit ETF recoverynow above 32!

-Global Lit( the litmus test for the lithium industry) increasing AVZ exposure with now 44.5 million AVZ shares which they have not sold despite a 113% increase in the SP of AVZ which tells me they are waiting and are confident for full SP appreciation with the near term SP catalysts in the pipeline

-Tesla-major electric vehicle manufacturer SP up 91% year to date/over 400% since mid year 2019!

-AVZ now being exposed more at conferences(fund managers/soph exposure) as we near/complete DFS

-investment fallout from major potential investors that have recently visited Manono site, conferences, and official meetings of AVZ with investors in all states.

AVZ (transitioner-explorer to miner): SP Year to Date against Producers and the Global Lit ETF: (courtesy of poster Royal Viking) see below:





AIMO