Chinese infrastructure in the continent is much more sophisticated than many would realize, Zambia (to the south) has very established commercial train lines from the Copperbelt region and would probably be the best bet imo.
CAPEX to get something going is a non-factor once you take into account the size of this asset however, while I disagree you could dictate the Lithium market you sure could have a lot of control on the supply.
It is a shame to see some criticizing PLS and vise versa, negative emotions are never productive - I wholeheartedly believe any major Lithium player will do incredibly well over the next few years. Spend more time enjoying time with friends and family, investing more in the Lithium space if your risk profile allows it as oppose to arguing over who will outperform who by a minuscule amount more when we'll all have done incredibly well off the EV boom.
AVZ Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held
