"I think most would realise one of my views here is that AVZ need to get non-Chinese players to provide a contestable market for AVZ so as to maximise SH value in the mining development."
Sums up the situation ,
Would 10 to 15% transfer of direct ownership of Manono plus tax incentives for the first 5 years be enough to provide plant funding.?
Leaving AVZ with 55 % ownership in the project.
There is only 1 major company non Chinese ,that already has ties with CATL providing its cobalt .
Major TIER 1 operator / and links with DRC government.
Glencore portfolio has no exposure to lithium, yet it is primary involved in energy.
https://www.glencore.com/what-we-do/energyThis would certainly put a blocking position to Chinese callousing or cheap take over.
https://www.reuters.com/article/us-...ring-ev-battery-supplies-for-vw-idUSKBN19S07FUnfortunately not attending AGM but would be an interesting subject to discuss with our new Chairman who no doubt is aware of Glencore and
its influential position in the DRC
all imo
