AVZ 0.00% 78.0¢ avz minerals limited

  1. 2,362 Posts.
    lightbulb Created with Sketch. 5677


    Lazy cheap one line comments....No knowledge of size of resource(the largest), output(planning the largest 10Mtpa, has projected resource to accomodate 40 Mtpa), then add exponential increases in lithium prices which will reflect in a soon to be released BFS that will rock the lithium world! Add market catalysts of a stonking lithium boom with exponential increases in lithium prices and a structural lithium deficit that will persist for decades. Bottom line-major rerating catalysts only just beginning meaning a long way to go in share price appreciation-

    Short Term Strong Re-rating Catalysts:

    -mining licence
    I.M.M.I.N.E.N.T.-trigger other catalysts including further funding where instos will pull the trigger on the awarding of the ML.

    https://hotcopper.com.au/data/attachments/4283/4283998-dc75e346303acb1ba39d84a3742a3ef1.jpg


    Collaboration agreement between the DRC government and AVZ

    -HEPP(Hydro Electric Power Plant agreement)


    -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=3.8 Bn; PLS MC=8.2 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

    Already the largest lithium resource globally with only 10% of pegmatites drilled:

    https://hotcopper.com.au/data/attachments/4284/4284005-e6eb1af73f145ca8110182a32f630a93.jpg



    -MSEZ-Manono Special Economic Zone Agreement giving tax, duty and royalty benefits, including a tax holiday 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...also interesting that Tesla and CATL representatives recently present at battery industry meeting in the DRC. 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
    Also the DRC has just joined the EAC(East African Community). This will open the corridor from the Indian Ocean to the Atlantic Ocean as well as north and south expanding the economic potential of the region to expand markets for goods, services and infrastructure including upgrading transport corridors.

    -further offtakes

    -FID

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




    You come on AVZ threads with unsubstantiated BS ad nauseum ...Hmmm...motivation???

    AIMO


    Last edited by Mining8: 26/04/22
 
watchlist Created with Sketch. Add AVZ (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.