AVZ 0.00% 78.0¢ avz minerals limited

Following table provides some indication of the value of four...

  1. 134 Posts.
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    Following table provides some indication of the value of four lithium companies:

    Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 Column 12 Column 13 Column 14 Column 15 Column 16 Column 17 Column 18 Column 19 Column 20 Column 21 Column 22 Column 23 Column 24 Column 25 Column 26
    0
    Column 1
    0 Stock
    Market Cap(M$) Resource Size(Mt) Li2O(%) Li2O(t) Market Capper Mt LithiumPLS 1,600 156.3 1.25 1,953,750 819AJM 673 44.1 1.00 441,000 1526SYA 83 20.46 1.02 208,692 398AVZ 308 300 1.02 3,060,000 101
    [/table]

    First, I like to mention that I am aware that PLS and AJM are close to production and SYA finished DFS. I am also aware that production cost is not included in the analysis. However, the unit rate production cost for AVZ should be equal to or lower than the other companies as the resource size is much bigger.

    Based on the table, assuming the resource size for AVZ is only 300 Mt (it is high likely  well above this size), the market cap per lithium size in AVZ is very below the other lithium companies. For example, market cap per lithium size for AVZ is roughlt 25% of SYA.

    Considering the above points, I think AVZ is simply half price and worth simply about 40c.

    Please do not sell your share cheap while you know it worth much more. See for example in the last 2-3 days, the shorters pushed the share price down to 16c and then pushed it up to 19c and hence so many shareholders were played and simply scared and sold their shares cheap to shorters.
 
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Currently unlisted public company.

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