Running discussion on SP, page-57217

The point is that large funds need the OFFICIAL signing of the mining licence and other milestones before they are permitted to invest, so when these happen OFFICIALLY expect a significant re-rate! Also AVZ will soon be in the ASX 300 where big funds will also be able to invest!

I also expect some firework announcements at the upcoming DRC African Business Forum next week-PRESS HERE, with company announcements and announcements from the big hitters present including battery and car makers. Who knows we could see some announcement regarding a battery plant in the DRC, and obviously the ramifications for AVZ(AVZ lithium would go into those batteries, no longer AVZ having to transport lithium out of the DRC with HUGE cost savings) with the companies that will be present including:

-CATL
-LG Chem
-Panasonic
-Johnson Matthey
-Umicore
-BASF
-Tesla
-BMW, etc

Exciting times for AVZ holders!

AIMO

AVZ short term rerating catalysts:

-collaboration agreement and HEPP

-SEZ-tax, royalty and duty benefits including VAT exemption and tax holiday increasing the economic bottom line and decreasing an already amazingly short payback period

-mining licence

-BFS-expecting major increase in already stellar NPV/IRR, plus shortened payback period with massively increased lithium prices than when original DFS was done, increased resource from wedge drilling, tax benefits from SEZ, the huge increase in output to a 10 Mtpa plant (2 times greater than PLS 2 plants combined!who have a MC OF 7 .1 Bn)+ 4 primary lithium sulphate trains which would halve transport costs by 50%!



-more funding to add to our $400 million from CATH(CATL-the largest lithium ion battery maker in the world needing AVZ's lithium to meet their multibillion dollar contracts)...expecting 2.1 billion overall according to the DRC Industrial Minister Julien Paluku, I quote


-feasibility study for hydroxide plant...(hint the extra billion funding mentioned above)

-further offtakes to add to our already huge binding offtakes secured with big hitters to supply CATL, the world's largest lithium-ion battery maker

AIMO