AVZ 0.00% 18.5¢ avz minerals limited

Ann: AVZ Minerals hits 284.47m @ 1.52% Li2O, page-94

  1. 1,879 Posts.
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    No freehold. As I said, large companies will only buy Lithium from the Congo if they have NO OTHER CHOICE.

    With Lithium, they have some choice. For Cobalt, they have no other choice or much more limited choice.

    Cobalt will be a problem. But even so some of the larger companies are positioning themselves to market vehicles / batteries as using cobalt from sources other than DRC. It's a big selling point for them. A bit like blood diamonds in South Africa.

    But no doubt many companies will need cobalt from DRC. But probably not Lithium.

    Anyway, Mr.Market has spoken. You can choose to ignore it if you like.

    I think AVZ does have a future - they just need to address the major issues first which was my point originally.
 
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