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rainbowdaisy

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04/04/21

22:14

Post #: 52247331
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Originally posted by cruiser51: ↑

NF in his Proactive investor youtube segment alluded to strong interest from India, could well be that PLS goes that way.
And Europe? Yeah what about Europe?

From DeS not that far to travel, if on the west coast of India, 2,500 nautical miles.
So pretty interesting proposition.

Just have a look at the distance from other Lithium ore producers to China, Europe, US, or India.

And the US? Yeah what about the US?

First it was AVZ couldn't get binding OT agreements, now it is 'Who wants to have binding OT agreements?'

Btw AVZ has 540,000 T/a, +/- 12.5% in binding OT agreements in SC6, plus a Tin concentrate binding OT agreement.

However who wants to have binding OT agreements?

Maybe better to ask 'Who can get binding OT agreements of this magnitude and than say we only signed 80%, because we want to process the rest into PLS'.

And there is more....
When they have some time, they still have to do a bit of drilling, like Carrier De L'est.....

And there is more......

I can't wait.

Expand

@PASBOZ showed a presentation by Rocktech, it’s supposed to be confidential, looking at watermark on each page.

in that presentation beside declaring Rocktech can’t supply the plant more than 60% (lithium sulphate)

it shows stratrgic as well as Offtake partners, the quiz is who is which as a strategic partner and how?

Because this gives one clue to who is confident in doing PLS Offtakes with AVZ

Last edited by rainbowdaisy: 04/04/21

AVZ Price at posting: 19.0¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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