Running discussion on SP, page-21401

Further to my previous posts………..

I stated AVZ is NOT dependent on China alone……….. That doesn’t mean I have excluded China from this equation

Even then (though I’m not strictly clear right now on ownership) there is likely some Korean and/or Japanese interests in those China based hydroxide facilities. Evidently suggested by Mitsui shipping it’s prepaid offtake from Brazil to China………..

http://www.mining.com/japans-mitsui-injects-30m-sigmas-lithium-project-brazil/

Brazil!? That’s so far from China compared to Congo

Why is Macquarie bullish on lithium? Not necessarily because “99% of hydroxide globally is manufactured in China”, but because fundamentals for the EV and EV battery sector is improving immensely with official EU policy on emissions targets. IMO, it takes a lot to change Macquaries’ view.

So what would that mean for AVZ? More options besides China for potential stakeholders and therefore supply security demand from outside China.

No one is saying anywhere ignore China we just don’t need their ‘love’ alone to proceed with funding and revenue.

Times are changing

As for a hydroxide facility………. though discussed at depth before, Manono could have its own facility if Piana Mwanga had an extra turbine added to the other historical measured capacity of 32-38 MWH

Whether that is feasible or not, the DFS will suggest either way what is optimal. Besides logistics, optimal being also…….. is hydroxide production needed for solid state chemistries? Time will tell.

Also as can be seen EU majors work closely with China.............and now Macquarie advises investors to look to the EU

All IMO & DYOR