AVZ 0.00% 78.0¢ avz minerals limited

Ann: AGM Presentation, page-136

  1. 548 Posts.
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    One company particularly advanced. Yay.

    So what does that say about the others.

    We can infer it was only 25% offtake because this is the performance benchmark Nigel & Co have set for themselves, even though 75-100% offtake is actually needed to obtain finance.

    We can also infer that it is Yinbin because we know they are going over 1 or 2 points per advice to us at the agm, being:

    1. No agreement on price, playing hardball
    2. Reported issues with hydroxide plant

    Those are pretty BIG points if you ask me.

    Which means there is a lot of wishful thinking and still no offtake.
    Last edited by treewallaby: 22/11/20
 
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