AVZ avz minerals limited

Ann: Extension of CATH Transaction Implementation Agreement, page-30

  1. 1,237 Posts.
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    I doubt that very much!
    Catl is not everybody's darling in China.
    Catl itself have major forecast, builds up giga factory's and therefore they need an endless lithium supply.
    They want a western supplier, because with their own people would be dangerous for catl, because the unloved China story.
    The entry to Manono is connected to avz success, because they are only discussing with avz.
    Not with government, not with Com and also clearly not with zijin.
    Avz holds signed on paper 60% and therefore, they are the cake.
    Outlook of much more.
    Dont forget, all offtake partners made contracts with AVZ, and also they want a save supply.
    Its just my personal opinion, but cath is still there because avz is still there.
    With others Cath will get in trouble.
    .
    BEO
 
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