AVZ 0.00% 18.5¢ avz minerals limited

Positives to look forward to next 3 months, page-43

  1. 1,059 Posts.
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    I kind of like the idea of a friendly acquisition of our entire 60% stake in Manono for cold hard cash....what would that do to the share price?

    Surely SQM, Albemarle, Tianqi Lithium, Jiangxi Ganfeng or another major player would like to cement themselves at the top of the lithium producers tree by owning 60% of the world's largest hard rock lithium deposit, with some grades not that far behind Greenbushes???

    Wodgina was effectively valued at USD 2.3 billion by Albemarle. I realise it's producing, but look at the size of the resource, the grades and the opex cost and compare it to Manono.

    Waiting patiently for the re-rate...
    Last edited by Starmanwin: 08/03/19
 
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