Congrats to all holders, this story is unfolding beautifully..
Great to see spod is still steaming ahead (latest price below @$1,540) - BFS should be a belter. Just as importantly tho, Benchmark Minerals have now released their ESG reporting service to the market as part of their ESG division. This is a major development as no one has comprehensively covered this as a third party industry commentator before. I believe this is where AVZ will begin not only to catch up to like-for-like peer valuations, but in time will be on par, if not ahead.
Initiatives such as the ESG report from Benchmark will allow industry participants right through the supply chain to clearly compare the myriad of operations coming online. Moving forward, it might just become one of the most important industry benchmarks used in the evaluation of a companies true ESG footprint.
AVZ should be a true nett beneficiary.
Cheers,
Powerage.
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