I was looking back at my old posts when Yibin Tianyi was named as the strategic investor and I commented that it was part of CATL. I think the hint was there already that CATL has always been involved with AVZ!
My other notable comment was regarding the green footprint and once we are on our way to production, we should see good buying from Fund Managers and that will be when the large re-rate will come.
My purpose of this post is to ask everyone to be patient and think long term (might be difficult if you are a day-trader!). Everything is now de-risked and it is only a matter of time before we see the re-rate.
My goal for AVZ is to see dividends which seeing a payback period of 2 years, is definitely achievable.
AVZ Price at posting:
34.5¢ Sentiment: Buy Disclosure: Held