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78.0¢ avz minerals limited

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thorgin

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26/04/22

20:55

Post #: 61029567
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Originally posted by Branchflow: ↑

its worth reading the AI report in full. Costly but very illuminating. It provokes some thought and tempts conjecture on my part.

Why is AVZ investor road-showing in Franfurt, Munich and Zurich via Axino Capital these next 3 days? This would be to court (European) investment money as a base??? The exit strategy advertised by Axino is revealing. My take (and with large Management holding) is that we have at least not seen ATHs this H1.

Looks like Yibin, Zijin, Huayou, Cath ... are the key players to date with still no sign of outside partnerships/parties who presumably have proxy representation and access to resource via these brokers. I still think these partnerships are possible and will be joining the Chinese (in some way) as downstream, in-country processing is evolved !!!

We dont as yet know how AVZ's future (as a company) sits in all of this but the latest information archaeology might suggest imminent ML award then asset shedding to the Chinese in such a way that ATH exceeds existing and a final range of 150-200 satisfies both management and shareholders alike, including any German or Swiss newcomers.

Will give way to the knowledge posters.

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AVZ Price at posting: $1.06 Sentiment: Hold Disclosure: Held
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