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rainbowdaisy

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12/03/21

17:23

Post #: 51729701
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Originally posted by setfire2thehive: ↑

Re: the bots/manipulation talk.

IMO all AVZ need to do is continue with the key facets of development, i.e. secure the rest of offtakes, update the FS for to be inclusive of the wedge drilling, ESIA approved, FID etc.

If they do this then it really makes 0 difference about the comings and going on the intraday trading.
How many days did people talk about this when the price was consolidating down in the 4's. Day after day etc etc, eventually through natural de-risking of the project by completing key stage-gates in project development and also, in prevailing improving macro market sentiment towards lithium; the price is up 400% from those levels - bots/manipulation done sweet FA to prevent that.

Really in the scheme of things, most people aren't going to be able to pick all these little ups downs, sideways, fake breaks, test of supply etc because ultimately the market moves in directions which aren't always rational if people are constantly left trying to search for answer as to what why how what's going on? you end buying and selling at parity or worse.

Much easier to look at things from a holistic perspective. That is 2 tin offtakes and 1 (maybe 2) SC6 offtakes in the next 3-4 weeks. Sulphate to follow. FS. ESIA. FID. Funding. These are the items that matter, not what computer programmed algorithms are doing on the daily. If those items get ticked off in the next 3-4 months then the market will almost certainly price a higher price on the stock as it becomes now certain it's going into production. Everything is done to obtain the funding. Once the funding is in you're home, you're then only beholden to the price of the element you're mining. In lithium's case fair to say will be more demand in 2-5 years time than there is today. AVZ has a lot of upside in terms of AISC, fairly confident it will be in the lower quartile of producers and therefore further immune to any weakening Li price should supply flood market.

SF2TH

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well said.

do check out the patent topic thread

AVZ Price at posting: 18.5¢ Sentiment: Buy Disclosure: Held
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Running discussion on SP, page-41033

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