One thing I have learned from AVZ is expect the Unexpected.
Mr Pei >10mtpa moving to >20 mtpa.
Which 50% plus will be lithium sulphate production.
CATH = Supply to CATL = Supply to All major EV car manufacturers.
Expansion plans from all major EV Producers will have Carrier De Lest mined.
Opportunity favors the brave
Happy Australia Day.
Some History on CATL / Mr Pei
https://www.nytimes.com/2021/12/22/business/china-catl-electric-car-batteries.html
ALL IMO