AVZ (ASX) Running discussion on SP

Originally posted by Mining8: ↑

AVZ is unique having so many strong rerating catalysts about to hit. The mining licence will trigger many others.

Lithium and tin prices continue to go ballistic and lithium/tin companies will be like gold stocks were in 2020. They will decouple from market volatility and money will continue to pour into this safe growth sector where shortages will continue to drive prices up-PRESS HERE

Strong buying today....some suggesting a meeting re mining today in the DRC.....we will see.

Van Eck continuing to buy is bullish over 100 million shares ready for the big catalysts.

Smoke/Fire???

Exciting times for AVZ holders as we countdown to these strong re-rating catalysts!

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)...alsoexpecting 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

Expand

Assuming that $7.1B MC for PLS is in USD, as PLS MC currently AUD $9.7B : ) Huge upside for AVZ

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