re: "Can Ganfeng be involved in Canada is the big question mark. Because without them we don't have the converter expertise and without a converter I don't see where we would add value to Shareholders."
IMO it would be doubtful, given that Canada has previously forced Chinese companies to divest from junior mining companies based in the country, citing national security concerns but this was on the back of intensified global competition for mineral/metals resources vital to clean energy technologies.
https://www.investmentmonitor.ai/fdi-data/why-has-canada-banned-chinese-mining-investments/
https://www.reuters.com/markets/commodities/canada-orders-three-foreign-firms-divest-investments-critical-minerals-2022-11-02/
JV a converter build in Europe?
cheers
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