Ann: Havilah's Copper Strategy - Enhanced by Cobalt, page-17

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Justdigit

155 Posts.

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23/05/18

22:48

Post #: 33280813
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Originally posted by Justdigit ↑

"2018 is starting on the right foot for Tesla in China. After the government opened the door for the company and other foreign electric car makers to make EVs in the country, China has now announced a significant reduction in import duties for cars, which will especially benefit Tesla since its currently the company’s only way to sell vehicles in China."

https://electrek.co/2018/05/22/tesl...china-import-duties-fall-local-manufacturing/

Let's take a step back and put that in perspective shall we?

- China reduces import duties for car manufacturers (Tesla seeks to capitalise)
- Tesla opens up store in Central China while looking ahead for future expansion opportunities.
- Tesla reps currently in Australia (assumedly looking for direct lines of resource (cobalt/copper) supply.
- Australia operating in the same timezone / geographical trade routes as China (as opposed to Africa).

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- $HAV shifts primary exploration focus to copper and cobalt, acquiring cobalt tenement areas and adding further value to their projects by establishing JORC cobalt resources for all 3 of their main projects (Kalkaroo,Mutooroo,North Portia).
- $HAV MGMT appears to have shifted their promotional focus to the "Copper-Cobalt" strategy/initiative...whatever they want to call it.

View attachment 1116097 http://www.havilah-resources.com.au...pper_Strategy_Enhanced_by_Cobalt_21May18F.pdf

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SOME SERIOUS SH!! IS GOING DOWN IN THE DRC! (to put it lightly)

Call me overly optimistic but when considering the above, there appears to be far more upside potential than downside. IMO it almost seems that with each week that passes, $HAV projects become more attractive in the eyes of the external market/investors and the prospect of a JV, T/O or funding becomes more and more likely.

My 2 cents,
JDI.

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PS (last point I swear) - Mr Gupta wants to establish himself as a dominant force in the battery making industry but now faces increased competition and pressure for Australian cobalt and copper supplies from Tesla, LG (and no doubt before long, a slew more high profile companies looking to join the party).... one can only speculate at the potential A-list names that will be on the $HAV guest list but I guess ultimately only time will tell... either way, I'm gonna have my hip flask at the ready!

My 2 cents,
JDI.

Last edited by Justdigit: 23/05/18

HAV Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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