AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-74413

  1. 1,021 Posts.
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    I would also love to see this.

    though probably at roughly 1.2 bil US CAPEX, (600m+ 4.5 to 10mpta - with some economy of scale discount), a reasonable yet conservative contract rather than spot price for SC6 (e.g. perhaps USD1,500), and 51% ownership.

    i suspect the numbers are going to be laaaarge. With plenty of room for improvement- heightened proportion of PLS demanding on demand, potential move to some hydroxide etc.

 
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