AVZ Discussion 2022
- Thread starter GazDix
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Just FYI...
Source: The Australian Financial Review 14 Jan 2026
www.afr.com
Jan 14, 2026 – 4.14pm
Lithium popped above $US2000 a tonne for the first time in more than two years this week, as the explosive rally in the battery metal extends into the new year, amid soaring demand from electric vehicles and energy storage systems.
Bell Potter is the latest broker to upgrade its outlook for lithium prices. Its analysts upped their share price targets for eight-listed mining companies on the ASX and recommended investors start buying PLS, once the most-targeted stock by short sellers on the local bourse.
The broker already rates Liontown Resources and Mineral Resources a “buy”, but it has increased the target prices of all three stocks by between 15 and 72 per cent. The rebound in lithium prices will help the companies reactivate mines made idle when prices collapsed a few years ago.
For PLS, which has more than doubled in market value over the past 12 months Bell Potter said “improving lithium market fundamentals” would materially strengthen the company’s earnings outlook and its ability to generate cash.
It added that PLS would also be able to capitalise on the surging lithium demand thanks to its Brazil-based Colina Project that provided an opportunity for low-cost growth. Ramping up supply would allow Australian producers to capitalise on sustained demand for the metal in 2026, according to Barrenjoey.
The broker said it expected ESS battery shipments to soar by 40 per cent this year on the back of greater economic efficiencies in the sector and supportive government policies.
These drivers are “set to sustain into 2026 and the medium term, particularly in regions with higher renewable energy penetration demanding increased ESS capacity for grid stability and reliability”, Barrenjoey wrote in the report.
It added that while industry executives were “optimistic” about the sector, Barrenjoey noted that the growth forecasts were slower than the “remarkable momentum” in battery shipments through 2025.
Even so, growth in ESS capacity combined with resilient demand for EVs and the ongoing “destocking” in inventories would result in lithium falling into a deficit of 2 per cent to 4 per cent in 2026/27.
KoBold and others...are you listening?
Cheers
F
Source: The Australian Financial Review 14 Jan 2026
Lithium jumps above $US2000 for first time in two years
The rebound in the battery metal is gathering pace, prompting Bell Potter to upgrade its forecasts for 2026.
Lithium jumps above $US2000 for first time in two years
Grace Lagan Markets reporterJan 14, 2026 – 4.14pm
Lithium popped above $US2000 a tonne for the first time in more than two years this week, as the explosive rally in the battery metal extends into the new year, amid soaring demand from electric vehicles and energy storage systems.
Bell Potter is the latest broker to upgrade its outlook for lithium prices. Its analysts upped their share price targets for eight-listed mining companies on the ASX and recommended investors start buying PLS, once the most-targeted stock by short sellers on the local bourse.
The broker already rates Liontown Resources and Mineral Resources a “buy”, but it has increased the target prices of all three stocks by between 15 and 72 per cent. The rebound in lithium prices will help the companies reactivate mines made idle when prices collapsed a few years ago.
For PLS, which has more than doubled in market value over the past 12 months Bell Potter said “improving lithium market fundamentals” would materially strengthen the company’s earnings outlook and its ability to generate cash.
It added that PLS would also be able to capitalise on the surging lithium demand thanks to its Brazil-based Colina Project that provided an opportunity for low-cost growth. Ramping up supply would allow Australian producers to capitalise on sustained demand for the metal in 2026, according to Barrenjoey.
The broker said it expected ESS battery shipments to soar by 40 per cent this year on the back of greater economic efficiencies in the sector and supportive government policies.
These drivers are “set to sustain into 2026 and the medium term, particularly in regions with higher renewable energy penetration demanding increased ESS capacity for grid stability and reliability”, Barrenjoey wrote in the report.
It added that while industry executives were “optimistic” about the sector, Barrenjoey noted that the growth forecasts were slower than the “remarkable momentum” in battery shipments through 2025.
Even so, growth in ESS capacity combined with resilient demand for EVs and the ongoing “destocking” in inventories would result in lithium falling into a deficit of 2 per cent to 4 per cent in 2026/27.
KoBold and others...are you listening?
Cheers
F
Victor Lee
Emerged
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Carlos Danger
Top 20
Every single person I've ever spoken to that works at Bell has been a fucking moron
Zero exceptions
This is a bigger sell signal than if Cramer was recommending PLS imo
Dave Evans
Regular
I think all those institutions are sus Carlos. UBS in my view is one of the worst and I wasn’t surprised when the articles came out about money from the DRC being laundered through their banks.
As far as lithium sentiment goes, the latest news from Benchmark Minerals shows EV uptake in Europe, Asia and Australia has increased by big percentages with the US being the one country where it’s lagging.
I think people keep forgetting just how desperate the US is to get battery minerals out of the DRC. The US has committed billions to infrastructure along the Lobito Corridor and it was alluded to many times that Roche Dure was the crown jewel of battery minerals that would be transported along that route.
My own view is do your own research and never trust any of those financial and broking institutions, I lost count of the number of times I watched them manipulate stocks and I still see it going on.
In the meantime, it’s good to see we’ve secured further funding for DLA Piper, ICC and ICSID moving forward.
Do we know what specific assets of AVZ or its subsidiaries are currently pledged as collateral?
What else do AVZ has to put up as collateral?
And Goldman Sachs are the worst of the worst for bare-faced self-interested manipulation.
And I tend to agree with Mr Dave that they are all manipulative pricks who would rip off their own grandmothers.
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21,000 bottles of now vintage Champagne on ice?
Penskefile
Regular
Didn’t think AVZ had any assets other than what DRC and Zijin Cunts have stolen
Penskefile
Regular
And the Easter eggs
We own a crane truck that was left on site and has probably been used by Zijin in there illegal construction activities. Then there's our workers camp and core library. Not sure what else we own.
The only thing we could realistically put up as security is more of our interest in Manono.
Probably why the team seemed so keen to find another way to get funding. But that didn't seem to eventuate.
Fingers crossed all works out and that CATH isn't playing a 3D chess game!
I figure you're probably right, hence the complete lack of any detail on the subject. Undoubtedly all these bastards are in bed together trying to fuck us from all possible angles. We're going to look like Swiss cheese when this is over.
Winenut
GO AVZ!!!!
Better hope we get a sale and there's $20m to pay back CATH
Would hate to lose more of an interest in the asset/project to CATH for fuck all $
Bring on a fair value and a sale agreement......and really fucking quickly please
Victor Lee
Emerged
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https://chat.whatsapp.com/LszswgzA6fG56bAARoLXoc
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If it’s so good what are you doing here, sell your house, missus and kids and put it all on the stocks.
Penskefile
Regular
Sounds legit
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