IMO if CATL or anyone else wanted to buy Manono or AVZ it would have happened already. We have been smashed down for so long and no moves have been made. I can only assume they (CATL etc.) don’t want to be miners and we have to look at off takes only. This would likely be post DFS.
Given the last CR I have no faith in our board negotiating a decent deal for us. Let’s hope the right people are appointed soon.
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