I mean I think there is more upside to AVZ but I get your point on the producers being the ones to take advantage of the lithium price surge.
Personally i would wait out for the ML / SEZ / Financing to come on AVZ - which let's say takes another 3 months. I'd say the expected returns if these do fall into place would be significantly higher than PLS will get in the same period (eg 28c to potentially 50c+? - PLS would need a MC of what 15 billion to match that potential gain?).
if you want to sit out the extended construction period, from 2022 - (likely) 2024, then perhaps one strategy may be to sell out after financing, and drop it into a producer until AVZ enters the market?
food for thought anyway and you've waited this long already - for me I'll be keeping my stash hunkered down in AVZ for the long term though unless something major changes my mind. I want to retire on AVZ divvies
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I mean I think there is more upside to AVZ but I get your point...
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