Short Term Trading Weekend Lounge: 16-18th Mar, page-79

I keep track of both AVZ and 4CE project values net of ownership day by day. Just got a little fundamental divergence on 4CE. I think that'll pop soon with AVZ chart looking quite strong here.

Actually this is the strongest the AVZ chart has looked in quite a while.
Struggled to find supply and began popping now looks like itll push through DTP.


As for project value I agree, I can see it 3-5x moving in JORC and PFS/DFS (given market remains bullish). Its resource along could potentially solve all of the lithium supply issues, ofc plenty of challenges in the way bringing it into production but I think it might get a T/O offer on the way.
Looks like they're lining up a bunch of MOU's right now as part of their strategy.

Currently flirting above the $1B P.V net of ownership.