Running discussion on SP, page-53801

Hey Arnobay, I tuned into the resources rising stars presentation in WA this afternoon to hear what LTR and PLS had to say. Some good info but couldn’t help having a smile on face with where things are at with AVZ. There was an over emphasis on jurisdiction and couldn’t help but think that was a subtle gesture at the elephant in the room here. So they should pay attention globally and whats going on here as there’s no question that if AVZ gets up a 10mtpa plant or bigger it will affect how much $ these two companies would make. With LTR at 2mtpa likely behind AVZ they would bloody better hope their costs are running a tight ship underground or one day they’ll be another AJM. Even if tomorrow LTR put out a DFS, signed all offtakes to Tesla and got fully funded I still wouldn’t buy with a $3B market cap. Comparing their DFS when it lands and AVZ’s BFS will be interesting. To LTR’s credit this is the effect institutions can have on a company if they get involved early. AVZ’s turn is just around the corner. GL to all AVZ and LTR holders.