great analysis and tend to agree with most points. I have the feeling with the market the way it is, we’ll be at $1 without some of the items that you’ve listed (I.e full project funding, additional tin offtake etc)
but I do think there will be other catalyst included within those that you’ve listed, being lower transport costs and higher long term contract prices, as per NF recent US interview. Further I think the forum will bring great benefit to AVZ from the perspective of perceived sovereign risk, and further the downstream JV potentials that NF has also shared where he intends AVZ to maintain majority interest. These again will not feed directly into our BFS for transport costs etc I don’t think as agreements won’t be in place, but will support the view of future value adds
thanks for your summary though! Nice to keep track of where we’re at!
AVZ Price at posting:
60.0¢ Sentiment: Buy Disclosure: Held
