AVZ 0.00% 18.5¢ avz minerals limited

CATL makes its entry via Lithium Plus Pty Ltd?, page-277

  1. 914 Posts.
    lightbulb Created with Sketch. 424
    Well one way to protect yourself there is to be conservative at every opportunity which I have done - conservative price $600 USD (in-line with PLS' DFS), conservative OPEX (20% above scoping study estimate), conservative CAPEX (top-end of scoping study estimate including 35% error up), conservative cap raising prices & range.

    Then the other thing you can do is more qualitative and your own risk tolerance. Looking at the potential NPV/share myself and thinking about the transport risks and lack of certainty around transport & mid-term lithium demand I am not comfortable holding a position in this share. All IMO of course and if you have a higher risk tolerance then you might rate this a buy.
 
watchlist Created with Sketch. Add AVZ (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.