Running discussion on SP, page-52863

so catl it was , well there’s a surprise

anyone given any consideration to :

1. Why a shell company used, quickly and in mr pei name personal funding rather than catl or a non personal catl subsiduary ????
2. Is capping continuing and why ????
3. How does the partnership work in reality ??? Who decides on the where , what , how given that Avz is the major project owner but catl had the money and the infra .
5. It will be interesting to learn where /how AVZ finances it’s balancing share of the costs ???
6. Where are the latest speculation matrixes given sp for each scenario??? I’d like to see an updated version of these from our heavyweight posters
7. Will tin and niobium , coltan etc be leveraged now .

great de-risk and I note transport , finance , sovereign risk trolls , even anti-Chinese trolls gone very quiet . Gone .

so 35c looking like a new baseline . Some clarity on 1-5 should drive to 50c territory before end of year. I have my thoughts on 1, 2 and possibly 6. Please post you thoughts for some debate . And one last thing …. Congratulations to everyone invested , especially those that were underwater .

I think we are good for 70c-$1 over next 12 months .
Eric