1. is probably FIRB related , 2 dont think so , looks like...

First 52866 Last

Share
Profile

Follow
donegaldemon

3,908 Posts.

1889

29/09/21

16:06

Post #: 56438816
Share

Originally posted by ericson ↑

so catl it was , well there’s a surprise

anyone given any consideration to :

1. Why a shell company used, quickly and in mr pei name personal funding rather than catl or a non personal catl subsiduary ????
2. Is capping continuing and why ????
3. How does the partnership work in reality ??? Who decides on the where , what , how given that Avz is the major project owner but catl had the money and the infra .
5. It will be interesting to learn where /how AVZ finances it’s balancing share of the costs ???
6. Where are the latest speculation matrixes given sp for each scenario??? I’d like to see an updated version of these from our heavyweight posters
7. Will tin and niobium , coltan etc be leveraged now .

great de-risk and I note transport , finance , sovereign risk trolls , even anti-Chinese trolls gone very quiet . Gone .

so 35c looking like a new baseline . Some clarity on 1-5 should drive to 50c territory before end of year. I have my thoughts on 1, 2 and possibly 6. Please post you thoughts for some debate . And one last thing …. Congratulations to everyone invested , especially those that were underwater .

I think we are good for 70c-$1 over next 12 months .
Eric

Expand

1. is probably FIRB related ,
2 dont think so , looks like accumulation , we are soaking now ready for next leg up imo
3.avz have majority ownership and this should increase via cominere .
5 . Loan via pan African DFIs ?
6. Dont know
7.Dont know .

I agree , we are seriously undervalued !!!!!

AVZ Price at posting: 34.8¢ Sentiment: Buy Disclosure: Held
12 Upvote

0 Great analysis

Reply

Top Stories

TLS

Telstra to boost phone plan prices despite inflation – and despite claiming they wouldn't 2 months ago

PL3

Patagonia looks to raise $2.15M for South American exploration and development

EM2

Eagle Mountain unlocks porphyry Cu targets at Arizona play

MSB

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

SPR

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga