AVZ (ASX) Running discussion on SP

Originally posted by Mining8: ↑

JHEYD:

It is an advantage to have been in this stock for 5 years and know the company inside and out. Shorters have not done their research on the fundamentals of AVZ whether it be time poor because they have to cover a lot of stocks and/or lack of proper due diligence, but it is all in the details. For instance the mining licence is in the bag now all 4 criteria have been met and as Freehold stated there is NO way we will not get the licence because DRC law states it must be granted(Minister of Mines signs off) at the worst 30 days from when the criteria were all met(12th April) and if not the courts will automatically grant it. Therefore any entity shorting because of doubts regarding the mining licence will get well and truly burnt in a massive short squeeze and need to cover themselves in my opinion!

The mining licence will have huge ramifications, it being the green light for big funds to buy in and will trigger some huge re-rating catalysts such as, securing funding from CATH(CATL), the BFS which will be massive due to the exponential increase in lithium and tin prices, the planning of a mammoth 10 Mtpa output(two times greater than PLS's 2 plants combined), increased resource size, think a mammoth increase in NPV, IRR and decreased payback period. The BFS will rock the lithium world. Other short term catalysts to follow:

Short Term Strong Re-rating Catalysts:

-mining licenceI.M.M.I.N.E.N.T.-trigger other catalysts including further funding where instos will pull the trigger on the awarding of the ML.

-Funds released from CATH(CATL)

-Collaboration agreement between the DRC government and AVZ

-HEPP(Hydro Electric Power Plant agreement)

-BFS- which should be stellar with massive increases in lithium and tin prices, increased resource size(wedge drilling), decreased payback period and a massive increase in NPV/IRR with plans for a 10 Mtpa plant( 2 times greater than PLS's two plants combined-AVZ MC=3.5 Bn; PLS MC=8.0 Bn, and roughly the same shares on issue, so AVZ is greatly undervalued especially when you look at the size of our resource(the largest) and capacity to expand.(1.5 Bn tonne exploration target which the MD has said can be achieved easily-planning 10 Mtpaand have enough easily extractable lithium for 40 Mtpa) Value added with primary lithium sulphate(less transport cost) and plans for lithium hydroxide and a battery plant making transport costs redundant in the future!

Already the largest lithium resource globally with only 10% of pegmatites drilled:

-MSEZ-Manono Special Economic Zone Agreement giving tax, duty and royalty benefits, including a tax holiday greatly increasing the economic bottom line in the BFS

-Lithium hydroxide feasibility study-JV?

-other partnerships? e.g. Bosch and Saudis are both together with AVZ on the DRC battery council...also interesting that Tesla and CATL representatives recently present at battery industry meeting in the DRC. And who else with the desperate need to secure lithium supply with spiralling demand because of supply chain disruption, lack of investment in lithium mining and development when lithium prices were down, and the need to fill massive lithium contracts for auto makers(re-tooled to electric)and gigafactories pressured by mandates to phase out internal combustion engines and mandated emission targets. We are in a commodities boom and green metals as in lithium are a hedge against market volatility and inflation!

-further funding e.g.

BTW AVZ just received 545 million from the African Development Fund-PRESS HERE, and AVZ was the only aspiring miner chosen to take part in the DRC’s newly formed Battery Council-PRESS HERE-what a great endorsement for the project.Also the DRC has just joined the EAC(East African Community). This will open the corridor from the Indian Ocean to the Atlantic Ocean as well as north and south expanding the economic potential of the region to expand markets for goods, services and infrastructure including upgrading transport corridors.

-further offtakes

-FID

AVZ with the largest lithium deposit globally well placed to meet global future demand!

Exciting times for AVZ holders!

AIMO

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I'm pretty sure the 545m from Afd is for Cominere/Govt to set up down streaming battery hub.. Not for us
But I'm with ya and appreciate your quick summary ! COME ON ML