ASX:AVZ   AVZ MINERALS LIMITED
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:
  • 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
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