Australia's largest stock trading and investment forum Australia's #1 stock forum

AVZ

Click for more information

0.00%

78.0¢ avz minerals limited

Nice day to have a long neck VB too. Nice Day at the Races - The...

First 61763 Last

Share
Profile

Follow
FrankMe

5,608 Posts.

3065

05/01/22

15:45

Post #: 58659980
Share

Originally posted by Scarpa ↑

True but this tune from the 70s carried on in to the 80s,90,s and into the new millenium. @qball already on your play list and IMO relevant to AVZ.
Bachman Turner Overdrive - You Ain't Seen Nothing Yet 1974 Video Sound HQ - Bing video

At the end of the day, SP here IMO is been driven by lithium price growth and IMO a market viewpoint that AVZ will get to production before 2025 (and probably 2023/24). Need that ML now and get cracking with construction etc etc, as well as that provides also the best opportunity to take advantage of the good spodumene prices we have. Ultimately as new production comes onstream, just like any commodity sector, prices abate to lower long term average prices at some point. PLS's SP is going gung ho at the moment because existing producers are indeed well placed to take advantage of current spodumene prices. The earlier into production AVZ can get the better will be its NPV as well, as higher prices at the start of the project in a NPV sense act as a huge tick in NPV valuations.

Nice day to have a long neck VB too.

All IMO

Expand

Nice day to have a long neck VB too.

Nice Day at the Races - The Horses are on the Track

Giddy Up AVZ

AVZ Price at posting: 92.0¢ Sentiment: Buy Disclosure: Held
30 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 20,430 more messages in this thread...

First 61763 Last

Add AVZ (ASX) to my watchlist

SPONSORED BY