Like many here, I'm just a little bored at this time so I thought I might take this opportunity to put together a rather rough and somewhat rudimentary spreadsheet on my present (hopefully objective) observations of the last 3 MTHS SP movements, on some of the lith co that makes up one of my watch lists. I chose the last three months as this period represents the beginning of covid19 which has impacted clearly all of these co's. The details below are slightly massaged (rounded numbers) to simplify the data presented and are "my interpretation" of what I observe from a first cut rightly or wrongly. Anyone wanting to add extra data or comments feel free, best to probably keep these comments "short" as AVZ shareholders won't like me giving other lith co's a free-kick.
* Additional comments (AC) so far as AVZ is concerned, my present thought on the SP performance is both good and poor in comparison to the other lith co's listed below. The poor rating is there for all to see and not contestable if you just look at the SP performance over this period, especially when you also consider the major announcements and achievements/milestones reached during this period. However, my half glass full view of our present SP performance also suggests to me given the vast number of additional shares added via the new beaut SH and the CR to sophisticated investors (@ i might add aprx .045c) plus the opp's being converted, I might suggest many here could effectively debate that the SP is in fact traveling extremely well thus far.
My main criticism of management at this time is the poor/lack of fairness to retail SH for their "performance options" not also being linked to positive SP outcomes for retail SH. Personally I feel if this was fairer for both retail SH and Management the SP currently would be trading much higher at this time. Nigel needs to improve in this area IMV.
COMPANY
SP aprx
SP aprx
SP aprx
SP RECOV
RECOVERY
COM GENERAL
ADDITIONAL
1 3 mthsago
low
current
status
rating
impacting SP
Comments
2 AVZ
0.100
0.045
0.060
60%
6 poor
dfs, major sh, cr
*
3 PLS
0.280
0.140
0.270
96%
3 good
imprv plant perfor
4 LTR
0.130
0.055
0.130
100%
2 very good
poss nickel credit
5 MLL
0.080
0.040
0.100
125%
1 excellent
?
6 GXY
1.000
0.700
0.770
77%
4 fair
?
7 ORE
3.400
1.820
2.500
74%
5 poor
?
8 SYR
0.500
0.150
0.300
60%
6 poor
?
9 AGY
0.075
0.025
0.075
100%
2 very good
?
10 GLN
0.260
0.135
0.145
56%
7 fail
?