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Running Commentary on the SP Movements., page-2658

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thefinn12345

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28/10/17

14:06

Post #: 28278891
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Originally posted by Anush ↑

Ive got nothing against the USA and am in fact a Big Elon Musk fan....but China is the biggest car manufacturer in the world.
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=3&cad=rja&uact=8&ved=0ahUKEwj3jPLfoJLXAhVGGpQKHXjoA2IQFggvMAI&url=https://www.forbes.com/sites/jackperkowski/2017/06/01/china-is-leading-the-worlds-boom-in-electric-vehicles-heres-why/&usg=AOvVaw1EUGgr8ezELk9gtlr2LS8Z

The Chinese market is still selling a huge amount of its EV production to the Internal Domestic market.
This will continue with EV subsidies of $15k per car and fast Liscence plate orders. Where as the ICE cars have long waiting times to register and obtain Liscence plates.
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=7&cad=rja&uact=8&ved=0ahUKEwi-89yZoJLXAhUMF5QKHUT1A9oQFghhMAY&url=https://www.ft.com/content/18afe28e-a1d2-11e7-8d56-98a09be71849&usg=AOvVaw3gTAn3FxzxLKyrGX1vZ45W

Chinese Bus manufacturer BYD is absolutely killing it with Exports to the USA, South America and Europe. Along with Joint Ventures to manufacture EVs in South America and Europe.
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&uact=8&ved=0ahUKEwiYzdfRn5LXAhUIv5QKHfUFBJ8QFggqMAE&url=http://www.industryweek.com/environment/daimler-chinas-byd-electric-car-joint-venture&usg=AOvVaw3I2A8TYx3ih0Er3flfBn2u

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=5&cad=rja&uact=8&ved=0ahUKEwiYzdfRn5LXAhUIv5QKHfUFBJ8QFgg-MAQ&url=https://rctom.hbs.org/submission/when-byd-meets-mercedes-benz-a-joint-venture-in-china/&usg=AOvVaw3osNOjvk1P4E2XxY-ixs8i

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=6&cad=rja&uact=8&ved=0ahUKEwj-0_v3n5LXAhUEJpQKHTs7AW8QFghCMAU&url=https://www.reuters.com/article/argentina-autos-china-idUSL2N1IH15N&usg=AOvVaw0Q-Ubr8z4boBYVAQ-uIIZE

GM and Tesla have to ramp up production to rival Chinese producers. Thats why Tesla has been planning to manufacture in China for the last two years. Able to circumvent expensive import tarriffs and production labour. Will be interesting to see how Tesla fairs. Recently the foriegn owned batterry makers in China were cut off from the lucrative govt subsidies. Tesla needs 3 to 5 game plans to thrive and survive in China.
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=10&cad=rja&uact=8&ved=0ahUKEwi-89yZoJLXAhUMF5QKHUT1A9oQFghtMAk&url=https://www.cnbc.com/2017/10/23/musk-moves-tesla-deal-to-make-cars-in-shanghai-chinas-new-ev-rules.html&usg=AOvVaw2hiqCUd2YnSEpWwjyLfeXo

In the next 2 to 5 years European Car Manufacturers will be begging via "Tenders" for Chinese Lithium Batterys.
As VW just found out...The supply isnt there right now. https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&uact=8&ved=0ahUKEwjHg7qhopLXAhXDnZQKHWwsDdIQFggnMAE&url=http://www.mining.com/vw-lowballs-cobalt-producers-fails-secure-ev-supply/&usg=AOvVaw3gio6_DE8KUuF5w4K-7DaU

The Europeans are Scrambling. Germany- the European powerhouse finds itself Embarrassed with VW dieselgate scandals and Kodak Visions. Germany even scrambling to forge direct links with the West Australian Lithium and Cobalt producers.https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwjGyInDo5LXAhWEKpQKHQIGBgwQFggkMAA&url=https://thewest.com.au/business/trade/germany-president-heading-to-wa-in-major-trade-push-ng-b88555709z&usg=AOvVaw2NSdvk_5Id2F4_A6EHg7Wa

Whoever buys AVZ will be THE DOMINANT LITHIUM SUPPLIER with abilities to Fill large orders for the the Chinese and European markets and reap profits by assertively forming more JVs and selling the lucrative LCE.

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Fully agree, if you read up a bit I made a fairly large post on china myself.
Being new to Lithium I had a perception that Tesla was a big deal

It is in the U.S, but not anywhere else. If China does what it says it will with regard to the exchanges etc, and starts to hammer on the Dollar, European banks will find themselves needing to deal in Yuan and gold for their Russian oil and gas (Remember a year or so ago when Russia stopped providing gas to Ukraine and it had knock-on effects in Poland and Norway?)

This might be a good wedge with which to have places like Germany accept Chinese cars delivered upon their new Silk Road.

Just a thought.

AVZ Price at posting: 23.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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