AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-42719

  1. 5,890 Posts.
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    If anything would improve the chances of another 3 way JV with AVZ for spodumene supply.
    Nothing new to Glencore as they have another with CATL/ VW.
    Fryer 43 GWh of battery cell by 2025 but have not secured lithium hydroxide supply / spodumene ??
    Unless already secured from CATL/ Yibin or Ganfeng.
    Still no news of lithium hydroxide plant in EU apart from RochTech.

    ALL IMO
 
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