Ann: Cornerstone investor secured for Manono Project, page-127

Yep there are definitely other factors in play (SEZ, DFS, exact algorithms for product price, etc). Was purely looking at the value of this transaction wrt the MC and SP and in my haste the main thing I left out was the retaining AVZ % from my initial calc. The net a net is that CATL is paying a premium on current price and it will help service their expansion plans, they will still make money and get the rights to future extremely valuable li OT from it.