Other fields could also imply
moving into hydroxide production in EU utilising the tolling from AVZ International / Yibin Primary Lithium Sulfate .
Apparently 2 tons of PLS to make 1 ton of Lithium Hydroxide.
Do not know the profit margins of Downstream processors such as Ganfeng using SC6 to produce 1 ton of Lithium Hydroxide versus using PLS to produce 1 ton of Lithium Hydroxide.
But the EU push on everything Green in the supply chain and not relying exclusively on China for EV materials then AVZ Minerals would be an excellent supply chain for EU.
ALL IMO
AVZ Price at posting:
60.0¢ Sentiment: Buy Disclosure: Held