It is clear the DRC are going to push forward with the north and...

It is clear the DRC are going to push forward with the north and accept a delayed ICSID penalty towards AVZ. This means a few things

1) The award calculation will be at a future industry metric, this is better for us given the current lithium prices. in effect AVZ has a free carried option (right to sell at a future price)

2) The award is guaranteed as ICSID and ICC have already instructed DRC to stop this activty and in doing so have already preliminary ruled in favour of AVZ. The action the DRC is taking is cementing their pariah status . Silly but it is what it is

3) The south remains untouched and demonstrates AVZ favourable position on retaining ownership of the largest lithium asset.

4) The entire northern activity is based on AVZ being tricked into relinquishing the position. The north with be a lengthy process to undo. However were we ever going to develop the north? Seems the option is a good position to be in?

5) Zinjin can make this all go away with a takeover of AVZ - this would be fastest outcome for the DRC and Zinjin. At what point does that happen NOTING that avz wont simply accept the south as the plea-bargain deal. An equity position in the north will be pursued.

So i say given the current lithium market metrics, go crazy DRC/Zinjin - all of this is intrinsic value accreditation back to AVZ through firming up the resource, delaying the valuation metrics to a more favourable time and adding pressure on DRC on an international level