AVZ (ASX) Running discussion on SP

Originally posted by Super yacht: ↑

1958bulldozer, yes based on SP stats avail not only pls but also cxo, ltr, pll, (make up the top 4) are all outperforming most other lith co's presently in share price appreciation since the covid low and in fact also the high tide mark (spod high of jan/feb2018) where at that time most lith co's set a SP high.
The other 6 or 7 lithium companies that I often spreadsheet (in my 'lith co sp comparison ss') AVZ being only one of the peloton that has lots of work to do to catch this breakaway group SP wise, would need to go up at this point in time (while the top 4 remained stagnant) by 150% or from 9c to 23c to make up the "top 5".
So that sort of tells us that we have not really performed all that well SP wise against the top performers. Of course, there are a number of contributing factors to this result however the missed deadlines I personally feel is the key imvo, others might say for instance pls is a producer, however, I would say that ltr isn't so that shoots that argument in the foot imv.
Being Frank (well not really frank, as frank is frank u know what I mean sorry frank) naturally, I'm disappointed that I didn't buy the top 4 at the covid low as some undoubtedly did however for the sake of an analogy I guess its a bit like the reporting of super funds annually, one fund or a number often outperforms the main group on a given year, however the following year one of the lesser performing funds tops the pops the following year and it's my view IF Ferguson can grasp the ability to do what he say's he will do in a "timely manner" no more crap/rubbery leed times AVZ could quite easily run down the pack and join it or possibly even surpass it. IMVO, IMVO.

SY

ps never be scared to speak your mind it's an Australian right, don't be bullied!
pps if someone has a gun to your head that's different, tell anything they want to hear

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okay let's not lose our heads here, lets get things back into perspective for a moment and put the missed timelines etc aside for now.

See below the current AVZ 5 year historical graph with some kpi markers.

1/ Orange/Pepper marker 2/1/17 had you spent 10k then (sp was @ 1c just shy of 4 years ago) your investment would now be worth aprx 100k. Not too shabby all things considered.

2/ If you have purchased during the relatively short duration period spanning the 25/9/17 to the aprx 4/6/18 (aprx jst over 8mths) marked by the Green port and starboard (left and right) markers, then yes you are underwater (ps I bought plenty here )

3/ If you purchased say around the 4/2/19 (I and many others went in boots and all at this time) the SP was 4c it went as low as 3.7c, kikker was saying SELL lol (hows that, we topped out at 37c, and bottomed at 3.7c #s are so interesting) well your 10k investment is now worth 25k or aprx a bag and a half, also not too shabby, could be better yes but could be a whole world of pain (AJM etc) worse.

4/ As I have said many times IMV the SP can bounce around quite a bit and yes it's always difficult to pick the ultimate winning horse in a given race/sector however, we are in the race and we are still in with a chance of being in the top 3 (some say numero uno #1) lithium companies IF Ferguson and Co can get this thing "THE ..RKING BLOB OF A GIANT RESOURCE into gear and if he does ALL investors will end up undoubtedly profit, some with mammoth size profits and some more modest but profit none the less.

ps remember, we all invested in this full well knowing this isn't a blue-chip bank stock, with chump change returns, this is a different beast that races on a totally different track. "Giddy Up" !!!!!!!

SY

.HIT WHILE I WAS WRITING THIS POST WE JUMPED 5 PIPS OR HALF A CENT, BONUS!!!!!