Howard Klein, page-5

he likes it when Ganfeng recognises Bacanora but chokes on their partnership with AVZ desperately citing transport as an issue with reasoning that sc6 is not a high enough value stock to transport such distances . The contradiction in logic destroys the validity and weight of the commentary IMO. Let me explain . If you trust Ganfengs judgement to invest in bacanora when their clay extraction process needs development then why not trust in their judgement that avz can transport their sc6 to them profitably . If they can’t then avz won’t deliver and the contract ends . Ganfeng and it’s customers (Tesla , vw.,.) clearly don’t believe this will happen otherwise they wouldn’t bother with commiting to an offtake . As a so-called expert commentator on li business how do they miss such a basic piece of logical rational when reporting ???

for these reasons I always do my own research and having done that I’m long on avz . Very long .