Running discussion on SP, page-347

What use is it having the largest Li asset? What's AVZ's intended throughput? AVZ could have a trillion Mt resource but if they only plan on processing 8Mt/pa then there'll be very little in it for shareholders. Yes they could sell offtakes to finance CAPEX, but if AVZ are supplying so much Li who would buy in? At 2.2b shares available I see very little upside, maybe 1 bag from now but that is just my opinion. I do wish you all the very best but don't get suckered into thinking this is a Disallowed imo.