Will AZL become a Acquisition or Merger Target in 2022?

There appear multiple forecasts of a rush of lithium acquisitions and mergers on the horizon for 2022 after more than $8.3bn worth of lithium deals occurring in 2021. Many of the better lithium assets have already been merged or acquired, and there appears speculation of a general shift to more junior lithium companies. The key question is will AZL fall into this acquisition and merger target bucket?

My humble opinion is YES, that AZL will mature into very good fit for the target bucket as they have:

1. Already proven resource with an opportunity to prove up for a world-class long term (multigenerational) mine life;

2. They sit within am emerging USA lithium supply chain corridor with ever increasing demand;

3. Are likely to have very low operating and transport costs; and

4. Are likely to have very low environmental impact.

So the question I ask is what would likely takeover SP look like and who would be the suitors?

I am with LStone and I think we will be talking Dollars soon and not cents as the Lithium Acquisition & Merger Frenzy for 2022 will get factored into AZL’s SP soon.