Running discussion on SP, page-26692

I understand what you are saying. For traders, just follow the charts.

For long termers, the fundamental is keep a tab on your view on FA and whether that has changed or not changed. If it has adversely changed you sell out, of course.

My point in my own posts is that the EV outlook means that a number of new greenfields projects are required, so provided the resources are good and economic to mine there is a place in the market for a number of players (provided you take your opportunity when it arises - not been able to take your opportunity when it arises is a negative FA event btw).

Banter is banter, and just passes the time IMO

BTW, my post above was a bit of humour for the record, but I am seeing recent TA events catching up with FA. On FA, AVZ needs to deliver the DFS on time and fundamentally ensure that it meets its production to mine timeline (as stated by AVZ itself), and that also means concluding Offtakes this year IMO.

All IMO