AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-41591

  1. 1,432 Posts.
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    so far no German car OEM has shown any direct connection with any battery material supply anywhere. May never be... so that in itself doesn't put avz any further down the line as a potential supplier.

    Much more likely it'll be via battery manufacturers, with OEM's pushing all the supply risk onto them and expecting them to sort it out.Tesla is the only OEM so far that has realised this approach is way too risky
 
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