Originally posted by donegaldemon
That’s the thing though , the potential jv partners or offtake partners of AVZ would not be classified as “the market “ so they would be well aware that there is no over supply, as you e stated , therefore I’d be very confident of AVZ landing a JV or a take over , it will have to be at a decent premium though if it’s a JV , unless they can reduce dilution by combing it with debt and equity and maybe offtakes upfront ?? , I’m guessing so happy for somebody else to chime in on how we would secure a JV with minimal dilution ,
VW isn't the least bit concerned about how much Lithium is today or tomorrow
WHAT they are concern about is where they'ii get Lithium from in 10 years time after spending 30 billion on setting up there plant to make EV
And where better than the largest high grade lowest impurity Lithium deposit on the planet (CATL need lithium soon) the only mineral that cant be substituted in a Lithium battery