Running discussion on SP, page-63384

Meanwhile reality:

Hello...Anyone notice we are in a long sustainable lithium/tin boom with prices continuing to go ballistic despite market volatility!!! If you think gold was once a hedge in a volatile market lithium and tin is the new gold!



U





While AVZ with the largest lithium resource and 3rd largest tin resource awaits its mining licence and what that and the plethora of strong re-rating announcements triggered by the mining licence will do to the share price!

Major Short Term Rerating Catalysts to Hit this Quarter:

-mining licence-***a big trigger to other major funding and further catalysts

-collaboration agreement and HEPP

-extra funds recently obtained means that the extra 15% equity in Manono from the government can be negotiated from a position of financial strength

-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

-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 trainswhich would have transport costs reduced by 50%-60%!, also with a battery plant planned for the DRC( 3 times cheaper than the US and Europe)transport will be redundant!

-more funding(now 90% funded)so in a position of financial strength to negotiate more funding from African DFI's 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)...also 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

Very Exciting Times for AVZ Holders!

P.S.

Re: the mining licence.

It can hit at anytime and AVZ is severely undervalued to its peers. Holding firm because I know what it will feel like if a trading halt and bang....up she goes!

AIMO