Running discussion on SP, page-23391

Would be good too know how much stock pile of 3 to 4 months supply of carbonate that converters have on stock is industril grade and are waiting on Greenbushes for supply / for mixing in order to make a profit ??
As for H Cobalt their joint venture partner in LG CHEM for cathode and battery production have secured lithium supply so what are they offering AVZ.
https://www.benchmarkminerals.com/lithiums-price-paradox/?mc_cid=ed729e97bb&mc_eid=5433ec9cea
once met testing complete AVZ has a number of downstrem converters to do business with rather than a cobalt producer.
tier 2 and tier 3 on tat list ..... thanks to 8 horse / would certainly like to increase profits and get their utilization rate up over 80% with some high quality spodumene.
VW after lithium hydroxide to be used to produce NCM811 batteries can Gangfeng deliver ??
ALL IMO