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Appears it was factored in, for now. I guess the interesting...

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18/09/17

16:59

Post #: 27295698
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Originally posted by lifeguard22 ↑

Re: bellweather - I get that feeling too. It seems as though AVZ is the new retail/interest-generating lead for the Li sector. That's been a good thing as it's drawn in some additional attention that has allowed for the 'other boats to rise' perhaps more than they would have previously. I don't know enough to say what/who a previous example of this was.. PLS? ORE?

You have to give it to them though. 'Largest deposit in the world' is a pretty exclusive claim. Now to see if they can dig it out in time for it to be useful... I'd hazard a guess and say that they will lag their peers, and miss the front-running prime opportunities where REALLY big money will be made. They'll still be a huge part of the picture though, just not in the first one or two waves of supply-to-market. And let's hope by then that superior tech (zinc-air?) has not come along and disrupted their plans...!

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Appears it was factored in, for now.

I guess the interesting part now is, are they interested in bragging rights (delineating the biggest Lithium deposit in the world), or finding the quickest way to market i.e smaller but more focused drill program/met work/jorc, faster path to funding/JV etc.

Time will tell.
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