There is that view, in the end supply chain surety trumps, and rivalry maintains progress. Chinese Gov handing out subsidies to those battery and car makers also encourages competition, and we do hear about multiple Chinese bidders for SQM. I don't think its as static as it used to be, the SOE's and the privates might all have CCP connections but so does just about every schoolboy their.
AirGuide seems to have their finger on the pulse of 'whats going on', hence Hong Kong capitalism enters the fray as of today.
Whats next??
One 'bomb' after another: first the speedy JORC potential announcment, then Hong Kong BOOM and network....CATL JV up next? Maybe the other fish waiting to see where all this coalesces before they swoop, The SP based on how it got to 22.5 cps and where it is roughly now, I gather is strategic.
What an honour to watch TO tactics
AVZ Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
as of today.
