Rubbish!!!!
Look at the lithium sector as a whole…………… And look how red most peers are today
We have more cash to get us through this nadir point as the sector undergoes significant changes and challenges.
I think I’ve said many times already today, project %’s are needed as “critical” for project financing.
Note the interest in tin rights, very unusual unless someone can normalise it for me…………. Tianyi‘ size by phase 2 ; 100kt is about AVZ’s sweet spot for 5mtpa. Not saying we’ll match it as sole supplier but it makes sense we would make a significant quota to Sichuan.
As said just recently in an earlier post………… Tianyi Lithium could also be diluted with project finance pending as stated in announcements.
Hence they’ll need that 19.9% scope within the 12 months hypothetically........... I’m not sure how it works if this is the case, they may even contribute to finance or some segment.
I agree with the pigeon theory, we’ll see more pigeons flocking
All IMO & DYOR
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Ann: AVZ introduces Yibin Tianyi Lithium as a Strategic Investor, page-145
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