RE:Why AVZ need TTX?stocktrader2021 wrote: Three major reasons
1) AVZ need TTX permission/agreement to give them road access to their land/plant. can not run operation through air :)
2) AVZ will need material to process in their plant, I dont think they can get it cheaper anywhere else other than from their neighbor TTX.
3) TTX has surface right for dumps. AVZ can not dig land until dumps are cleared/utilized .
Bottom line.... TTX is sitting over AVZ tail... they better get to mutual agreement and have win/win situation for both companies.
Personally i think we need AVZ more than they need us. Eventhogh we have been on the ground far longer than they have been they are light years ahead of us in planning infrastructure of which we will need to piggyback off them. Beside they won't need the ground beneath us for > 10 years because they have so much lithium elsewhere.
Here are some interesting comments by a well respected poster on HotCopper
https://hotcopper.com.au/posts/57668010/single