CATL/CATH desperately need AVZ for the volume and quality of Li they will need to fulfil their huge commitments going forward.
They are absolutely flush with cash. They are now the second biggest company on China’s main stock exchange
They will do everything they can to support high volume supply from Manono. Hence why they are so keen and want to upscale massively and quickly.
The rerate for AVZ is just getting underway IMO.
Running discussion on SP, page-57748
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