Running discussion on SP, page-55930

Thanks Rhyno.
I don't wanna cross promotion, I think AVZ will be great as its strategic value is recognized by Chinese giants like CATL.
Huayou Cobalt was short sighted, as me , I recalled they should increased their holding or take over AVZ, but they did nothing. Now CATL and Yibin, are really wanting the project to move into production, they have to. At SC6 over US$2,000/t, economic perspective is great.
Although long term SC6 price would be lower than that price, imo.
Cheers, and all the best.