AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-68146

  1. 2,362 Posts.
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    Confirmed by poster Jazz101 who was there at the Paydirt Conference that Nigel Ferguson, MD of AVZ is in the DRC, a good sign in my opinion as he will be pivotal in negotiating the many short term re-rating catalysts that are about to hit AVZ which will have the potential to re-rate this company strongly! With all these company making catalysts due it is utter madness to be on the sidelines now with the potential for AVZ to go B.O.O.M.!

    Short Term Strong Re-rating Catalysts:

    -mining licence-trigger other catalysts including further funding where instos will pull the trigger on the awarding of the ML.

    -HEPP

    -BFS- which should be stellar with massive increases in lithium and tin prices, increased resource size(wedge drilling), decreased payback period and a massive increase in NPV/IRR with plans for a 10 Mtpa plant( 2 times greater than PLS's two plants combinedeek.png-AVZ MC=3.9 Bn; PLS MC=10.0 Bn, and roughly the same shares on issue, so AVZ is greatly undervalued especially when you look at the size of our resource(the largest) and capacity to expand.(1.5 Bn tonne exploration target which the MD has said can be achieved easilyeek.png-planning 10 Mtpaeek.pngand have enough easily extractable lithium for 40 Mtpaeek.png) Value added with primary lithium sulphate(less transport cost) and plans for lithium hydroxide and a battery plant making transport costs redundant in the future!biggrin.png

    https://hotcopper.com.au/data/attachments/4125/4125193-71311112474bd607a03ac92117e1398f.jpg

    https://hotcopper.com.au/data/attachments/4244/4244396-762cc04b2a4d801078132e5739eae0f3.jpg


    https://hotcopper.com.au/data/attachments/4125/4125199-755bbb13e068ed7cb39763bb95c451e1.jpg

    https://hotcopper.com.au/data/attachments/4125/4125256-b3be6a0289a83c6eb177e8a3b96f4f43.jpg

    -SEZ-special economic zone giving tax, duty and royalty benefits greatly increasing the economic bottom line in the BFS

    -Lithium hydroxide feasibility study-JV?


    -other partnerships? e.g. Bosch and Saudis are both together with AVZ on the DRC battery council...And who else with the desperate need to secure lithium supply with spiralling demand because of supply chain disruption, lack of investment in lithium mining and development when lithium prices were down, and the need to fill massive lithium contracts for auto makers(re-tooled to electric)and gigafactories pressured by mandates to phase out internal combustion engines and mandated emission targets. We are in a commodities boom and green metals as in lithium are a hedge against market volatility and inflation!

    -further funding e.g.

    https://hotcopper.com.au/data/attachments/4125/4125242-5d65c66e523a300cb88018d65795d11c.jpg
    BTW AVZ just received 545 million from the African Development Fund-PRESS HERE, and AVZ was the only aspiring miner chosen to take part in the DRC’s newly formed Battery Council-PRESS HERE-what a great endorsement for the project.biggrin.png

    -further offtakes

    -FID

    AVZ with the largest lithium deposit globally well placed to meet future demand:





    https://hotcopper.com.au/data/attachments/4189/4189822-94df4167362f8eaddacc2e1ebc4c443c.jpg


    Exciting Times for AVZ holders to be in this company making stage of AVZ's development!

    AIMO

    Last edited by Mining8: 07/04/22
 
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