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27/03/21
18:55
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Originally posted by ericson
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begrudgingly it could be intentionally short - we’ll see. I have long held the opinion that the Chinese wanted this all for themselves . I also believe Huayou and others waited to get it at a rock bottom price . I also believe that their plan fell short as a result of covid , DRC election , turn in li price , European climate / green policies , firb stance , Felix’s statesmanship to steer DRC to an open / modern/ diverse economy and NF resilience BUT they are STILL planning hard for the second best outcome. Good news is that NF with support now from JC are very strategic and aware and capable . It’s the latter that guarantees is 50c++ from here and not any particular announcement . Just my thoughts/opinions / views
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it’s entirely possible that the balancing 130 is for the keystone agreement ? Maybe OT and equity finance combo ? Maybe the CATL-direct long-term player in the shadows . Behind you ....