10mtpa in 10 years........is that you being poetic?
IMO, 10mtpa within 5 years should be easy. Maybe in less than 5 years.
I think we need details on why management is so bullish on ramping up, and it might have to do with the demand side that is so absent to for retailers.....The point being, whoever AVZ is in discussions with would be asking for the scale. Since it’s expected to be a superior product (MET tests) and based on DMS sampling, who wouldn’t go hard when demand is there? The point is that the lithium sector has to keep up with demand, and AVZ Manono provides the right kind of certainty for a processor, maybe even vertical integration since its strategic in scale and quality
IMO, it is obvious why Tinci was so happy to sign an MOU with AVZ to further discussions
All IMO and DYOR
