von Heute selbst an einen solchen Tag
Das AVZ keinen Finanzierung findet halte ich für relativ Unwahrscheinlich
AVZ ist nicht nur die größte Ressource der Welt wenn man sich die Met Test anschaut
Die Ergebnisse sind wirklich sehr gut .....bescheiden ausgedrückt .. durchweg Homogen
an diese Produktionskosten im Hard - Rock bereich wird kaum jemand rankommen
Ich Habe mal was aus dem HC reingestellt
Hi @Roostar et al,
No obviously Tin hasn't been reported.... YET (more on that below).
In the meantime, the highlights from today's results for me are;
1) Flotation option (and agree with @Scarpa 's comments re: the table below earlier today);
2) Grade Is King.... And by that I mean a whopping 2.37% Li2O bulk sample randomly selected (as opposed to cherry picked to make it look better than reality) head grade at CDL. And all of this from/at/near surface as opposed to >200 metres deep.
...not to mention quality and consistency;
'DMS testing on CDL generated... a SC 6.3% with a 66% recovery at 3.35mm crush size.'
[note: that's roughly a $30-$45 premium to SC6.0 prices - whatever they will be by 2021/2022]
'It is foreseeable that an additional 10% recovery benefit can be attained after full DMS 100 optimization.' Folks, an additional 10% equates to @76% recovery at CDL i.e. all from DMS only testwork and optimisation.
3) CDL looking forward statement:
Therefore, in the event of a Lithium Sulfate plant being built onsite at Manono, not only would margins very likely fatten due to the next tier pricing that Li2SO4 commands vs SC6 (essentially capturing the next part of the downstream {chemical supply chain} value to be had), but transport costs would also likely be heavily reduced due to the approx. 83% reduction (6 to 1 ratio) of ore to product that is estimated for transportation.
With this scale of reduction AVZ could possibly avoid road and rail altogether (at least for the transportation of Sulfate) and fly shipments of Li2SO4 direct from Manono airstrip to the various Hydroxide plants around the world.
Finally, I attended the Melbourne presentation last week (sorry but have yet to share the many thoughts and learnings from that night due to time constraints... but will get there) and from memory Nigel mentioned that they expected Tin recovery results to arrive any day and hoped to have them 'within a few days'. Other Victorian / Melbournian investors may recall this also, so quite possibly this week we'll see something i.e. once they've had time to review and provide additional commentary.
GLTA
Cheers
Elpha
p.s. having just witnessed the worst day ever (officially) on the ASX since the crash of '87, AVZ's 1 cent fall (also taking into account last Thursday's market fallout while AVZ was in a TH) wasn't at all a surprise. However, these large falls on the market create massive value buying opportunities for those who are patient and have done their homework.
At @US $73m M/Cap, AVZ with its massively discounted EV/resource ounce valuation (vs other hard rock development projects) and an abundance of significant near term news flow (including the long awaited DFS) to follow in the coming days, IMO provides potential in spades for one of the most significant ASX listed re-rates in the short, medium and long term.
hotcopper.com.au/threads/....5286007/page-46?post_id=43524808