Although it is true that no one knows exactly what China would do, one could make more or less reliable forecast.
Chinese are seeking to change the current US centric world order, together with Russian. Therefore they are looking to weaken the US directly and through allies. Ukraine is one way they are doing it. Dollar debasement is the other. Yes, it can be argued that the US have done to themselves, and yet there is strong "helping hand" there as well. One of the ways they can weaken the US is through societal mayhem. Prices of essentials (i.e. food) and technologocal control (i.e. spyware hardware, tiktok etc).
What it means for us is that the US dollar debasement will cause all commodities to rise, and in our case it will be turbocharged by supply crunch.
Don't forget that the green economy requires batteries. There is no way out of the green economy now, because Russia will exercise its leverage at every opportunity and the gulf states, like Saudi Arabia are slowly hedging their bets and can no longer be relied on as energy partners. Green economy requires LFPs which contain phosphate.
I think part of the reason our share price has not caught up with reality is that there are no brokers or funds involved. And these are not involved because arguably we don't need to do an equity raising.
I would rather have a slow rise then a broker induced pump for equity raising.
Great time to accumulate before the quarterly.
Ann: Offtake Agreement Signed with Ballance Agri-Nutrients, page-16
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