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

Running discussion on SP, page-25998

First 25998 Last

Share
Profile

Follow
Timb89

2,826 Posts.

627

13/02/20

14:58

Post #: 42914773
Share

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

Expand

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

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

0 Great analysis

Reply

There are more pages in this discussion • 56,603 more messages in this thread...

First 25998 Last

Add AVZ (ASX) to my watchlist