While I agree that AVZ provide value, I dislike KE and his management style, he only cares about himself, first and foremost. The value however won’t be realized till much later, with no clear timelines established. The better speculation for the US holder is Katanga and cobalt quiet frankly for a Congo play as they stand to produce 40 percent of the worlds cobalt. Profits there can then be put into this and generate far significant returns in the long run, while waiting for KE and his mustache to get his act together, or hopefully fired with new management.
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