Running discussion on SP, page-64627

Yes comparisons to PLS is a good guide to how undervalued AVZ is!

AVZ and PLS roughly same amount of shares. AVZ market cap = 2.8Bn and PLS market cap = 9.7Bn

Now look at output. AVZ is planning an output of 10 Mtpa which is 2 times greater than PLS's 2 plants combined

Now add to that how easy and cheap it will be for AVZ to increase its output because of easy access to LARGE AMOUNTS of lithium because of the nature of the deposit-at and near surface, homogenous, lowest strip ratio and how easy and cheap it is to convert because of the consistency of high grade and having the lowest impurities of all global deposits.

Also because of the size of AVZ's deposit(the largest) 401 [email protected]%Li20 and its exploration target of 1.5 billion tonnes that Managing Director Nigel Ferguson says "can be achieved easily" the ramp up can be huge(economy of scale producing enormous value longer term)!

So I am expecting a big rerating spike short term with the mining licence and the other big rerating catalysts that it will unleash such as the BFS with much higher lithium and tin prices than the DFS that was already stellar, increased resource size, increased output-10Mtpa, Special Economic zone tax, duty and royalty concessions, further offtakes and funding triggered by the mining licence, lithium hydroxide feasibility study-JV? FID etc, and longer term with increasing output the potential value is mind boggling. (see below)




AIMO