AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-823

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    Yes, at this point in time, a few strong Board appointments, commensurate with the quality of the resource in the ground and future prospects of the company would improve the fundamentals of AVZ.

    While I agree that there is an apparent de-risking of the project via Chinese infrastructure support, I somehow doubt that the Chinese are into charitable support of either the DRC or AVZ.

    It would be fascinating to learn how a Chinese corporate would negotiate with AVZ and to what extent they leverage Chinese supplied infrastructure in their negotiations.
 
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