Huayou is currently busy to deal with their three acquisitions and to raise CNY3.2b (AUD$669m) cash. I don't expect them make a move until they complete the acquisitions.
CATL, might be a Surprise, imo, heaps of cash, their only lithium deposit in NAL is small and mine was shut down. They are making around AVZ's neighbour.
Will they just make a move after they have secured more long term battery supply contracts?
Trade war is only making lithium deposit more attractive.
All imo.
AVZ Near Term Furture, page-71
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