EV Enthusiast
Member
Hi All,
Just joined, sick of reading the ridiculous threads over there. Hope this is better.
GLTAH
Just joined, sick of reading the ridiculous threads over there. Hope this is better.
GLTAH
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Mickyb64
Regular
South of NSW and North of Tasmania.I am keen to know what state you live in......cause that $1 party is coming up and I hope that cap and that bottle are in my vicinity
Just kidding.....we don't allow doxxing on this site
Onward and upward for the AVZ SP C'mon!!!!
Jag is a legend!
BRICK
Where’s Zeebot 😶🌫️
looks like a green day for the market. Hahaha wrote that this morning. and now looking good. Slow and steady wins the race...
Post of the yearTalking about giving her oxygen....
Can you imagine giving her mouth to mouth??
Xerof
Flaming 1967
Back to either the top of the body (92) or the bottom of the left wing (66, unlikely) nothing moves in a straight lineTotally agree on the capping theory around 96.
Was about to post something similar on how it was stubborn at 95.5
On the harmonic charting unfortunately I can offer nothing
However did the bearish butterfly right wing indicate where the retrace from $1.35 might theoretically end up?
Winenut
GO AVZ!!!!
Mousey says...."when those people can travel into WA without having to be smashed by McGowan's dictatorial rules.... That lunch WILL occur, I'll be sure to post pics."
So there you have it
Freehold
Regular
No ones winding up LTR holders here I have not posted to their threads and I not suggesting anyone else should. Merely pointing out facts.
Heres another fact ...
The AVZ share price really "started to take off" when several AVZ HC posters (incl myself) noticed and started to point out the obvious discrepancy in mcap between LTR and AVZ (that was after LTR spun off off their Julimar prospect). Once Julimar was offloaded we could see the pure valuation on lithium assets in isolation.
LTR had a large Mcap $3.5B at the time and AVZ was circa $1.2b from memory?. So comparisons of resource/grade location/project stage suddenly became transparent between LTR and AVZ's. It was clear that LTR at the time was either massively overvalued or conversely was AVZ was massively undervalued or both. As it turns out AVZ was massively undervalued and started to rerate upwards ( ..and still is relatively IMHO). LTR on the other hand by and large stayed put for the most part indicating for the time being it was fully valued. Both companies will prosper in the years ahead. AVZ IMHO will prosper much more given scale and grade over time. Thats just my opinion. If the market determines that LTR is undervalued it will rise the opposite if market perceives overvalue at a point in time. Sometimes the market can't see something glaringly obvious but eventually the market will see it and will adjust. If LTR mcap climbs/fall due to info that I and others pointed out then so be it... it would have happened sooner or later anyway as the market gets it right eventually when someone realises.
So peers comparisons are a absolutely fundamental and part of key part of trading investing on the market. Its how the market adjusts, readjusts and balances valuation over time to provide fair value.
I, along with others, posted my views to both AVZ/LTR and threads at the time. Of course the LTR party faithful did not like to hear it, some were touting LTR at the time being undervalued citing $10b being fair. Some open minded holders I suspect evaluated for themselves and may have switched to the obvious undervalued and made decent $$ out of it.
If a stock valuation cannot standup to close scrutiny such as this then it is clearly not valued correctly. Its every investors duty to constantly reassess the valuation of stocks they own. If they don't then they are at risk lose their capital. No ones fault except the investor themselves. The market is always right in the end whether it is me or anyone else that points it out irregularities.
Hope that clears up my views on LTR. LTR is our closest peer and should be discussed ...along with many others in the sector of similar ilk.
PS: What I vehemently disagree with is constantly trolling a thread over and over weeks and months in a bloodminded manner bating the posters for entertainment .... When critiquing a peer I don't own I say my view backed up with relevant research where I can, answer a few queries if there are any from holders, then stop posting to that thread. As you will see when I posted to LTR some months ago. Currently the AVZ vs LTR valuation is obviously more equitable now ... Although I still believe AVZ will still creep ahead over the short to mid term given its resource quality and production size plans. AVZ's peers companies will evolve away from the smaller players LTR PLS to be more akin to the SQM's and Albemarle's of the world purely by scale output.
Last edited:
I'm holding my (imaginary) AVZ Hat onto the hopes that we'll reach $1 tomorrow.Pushed down to 94.5 in the auction
Get ready for Friday.....will it be the $1 day finally
Short-medium term catalysts to me is:
- Entering into the ASX 200
- Mining license
- Updated BFS / FID
Am I missing anything?
Fletch77
Regular
Agreed Kalinda, that post was written in jest. As I mentioned the LTR holders that would open up a new thread on AVZ to down ramp was beyond annoying.
BRICK
Where’s Zeebot 😶🌫️
Please take a Bucket of Bait as a welcome back, where have you been, we missed you, NOT Present from all of us
With a message, Don't bother joining TSE - Keep your shit on the Crapper
This is a Rodent Free Zone, No Rats or Mice allowed
Winenut
GO AVZ!!!!
Similar threads
