CATL’s IPO and reference to Manono, page-113

Taw starts also a run last year as "only" an explorer.
The MK from taw raised more 1k percent with a smaller resource as AVZ .
That's also fact.
Also fact is, that nothing is priced in in the current MK from AVZ!
Carrier could go alone into production with no doubt and build up a mine is really easily possible. Manono was in the past into production for tin. So therefore it should be not a big deal to bring also a li mine running.
Roads and railway builds up and/or under discussion.
May be the only point which is a plus for taw is the location.
But at the other hand this location has/have higher production costs as the DRC .
At the end we can have different views that's for sure but one thing is definitely not the trough, at this SP nothing is priced in.
At high 37c it was priced in but not at 17c.

Have a great Sunday