Xmas Again?
AVZ might go for another run
AVZ may present an attractive medium term investment case for those who have exposure in Australian lithium miners to hedge against:
Observations
Risks
AVZ may present an attractive medium term investment case for those who have exposure in Australian lithium miners to hedge against:
- Worsening trade relationships between Australian and China
- Unanticipated supply side expansion
Observations
- Market seems to beginning to price in near term catalysts (FID, FCI, Financiers..etc)
- Proposed African expansion plans unlikely to alleviate current tightness in the spodumene market in the near term
- Near term expansion in supply to come from Australian miners
Risks
- DRC risk
- Transportation & project execution risk
Disclaimer
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