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78.0¢ avz minerals limited

You didn't address the vast majority of his points.

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Timb89

2,726 Posts.

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13/02/20

14:58

Post #: 42914773
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Originally posted by Kikker1959: ↑

Press here;
https://www.volkswagenag.com/en/new...rreplaceable-element-of-the-electric-era.html

VW will buy only spod from WA as all majors, including CATL , you guessed it, have already offtake agreements and large investment in and with WA miners, incl PLS, way ahead of the small investment by a subsidiary of CATL in AVZ, most likely used for the second tier Chinese cars, who compete on price only. BWM also stated they only buy spod from WA and avoid the Gongo (Cobalt, thus logically follows spod)

With regards to getting to mining and approvals. For example, AJM and PLS have build mines in the same time as AVZ, drained the frog pond, just saying

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You didn't address the vast majority of his points.

AVZ Price at posting: 6.9¢ Sentiment: Buy Disclosure: Held
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