I don't know about brilliance in timing. Things in this plot have always pointed towards prearrangement.
However, I am inclined to go along the logic of your number crunching.
A debutante prior to the JORC effect that has Huayou's approval and befits their strategic planning. A holding similar to theirs. If there are no options attached we'll be looking at more than 10%, as I am assuming their partnership has been built on equal terms and Huayou is holding 186mil options.
I cannot see anything else but CATL.
CR at a small premium of course, to keep punters happy.
Enough time in the next four months for performance rights to be awarded, SP to retrace and CATL to complete their fundraiser.
I could very well be wrong and AIMO.
AVZ Price at posting:
30.0¢ Sentiment: Buy Disclosure: Held