re Tantalex, they did report drilling interval, but no grade, then turned to acquire Manono tailing project which grade is almost half of AVZ's. If they did find something in their own tenement, why would they need to spend US$10m to acquire a portion of the tailing project? Back to old days, another ASX stocks 4CE was chasing lithium in Manono as well, ended up with nothing. I'd say good luck to Zijin.
CATL used to muck around in Manono, but now CATH is buying 24% of the Manono project for US$240m.
Manono project is a monster, it doesn't happen everywhere, probably only one, imo.
AVZ Price at posting:
66.0¢ Sentiment: Buy Disclosure: Held