Is Kabila involved in AVZ Manono transaction negotiations?, page-5

First 5 Last

Share
Profile

Follow
hudnut

124 Posts.

65

07/06/25

01:56

Post #: 79353465
Share

Originally posted by tendoji: ↑

they can only stockpile so long as it has a shelf life.

a part of AVZ trouble in 2018, that the ninja hid from clear view was that the EV subsidy scheme was not all great for increasing lithium supply demand but rather the adjustments made on February 14 2018 (leaked as early as late December 2017 on Weixin) meant some battery manufacturers could not meet the subsidy scheme benchmarks for energy density.

optimum nano and BNBT are two that cheated according to insider perspective from GGII who do the statistical analysis on MIIT data for CATL etc on EV battery supply.

Ninja ought to have intuited that the rapid expansion of production of BnB in the ranks of EV battery suppliers as visible from 2015, 2016 into 2017 and into 2018, entailed risks in execution.

by August 2018, BTR was suing BNBT / BNB subsidiary in Henan.

basically the supply chains were being disrupted due to quality of materials and technical execution — a lust fed by Gov subsidies.

Nigel on his part, ought to have monitored BNB progress towards and IPO application with the CSRC (China’s ASIC) to discern BNB bonafides. In China companies publish their progress towards an IPO with their IPO counsellor. BNB had one but no progress. Based on an IPO progression one can learn whether the company has issues or not. In BNB’s case they admitted to our Hobart taxi driver, that they did not want to lodge their interim financial report to the GOV, CSRC, as it would show their financial situation in tatters. This is around the time Klaus dumped!! To clarify BNB knew it did not have the intention to invest in Manono after its trip to Manono and by May knew it had no intention — this aligns very well with Nigel waiting by end of month as stated in the AFR sponsored Ad on April 23 2018.
back to EV subsidies, and understanding the market there in China independent of ninja, Nigel & Team could have figured out drom CATL’s first IPO prospectus in November 2017, what or who CATL relied on for information and that is GGII. GGII and BNB’s Guo Wei cooperated on datasets amd those datasets can not be reconciled with what AVz represented on March 12 & 21 2018.

i know who I believe. Guo Wei and GGII data are quite closely matching. And Guo Wei praises GGiI data as it is processed from MIIT data.
a little bit more nerdism in AVZ office could have avoided relying on Ninja.

Expand

They can stockpile as long as they want. Rock has a pretty long shelf life, DG.

AVZ Price at posting: 78.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

AVM

'Sure to be busy': Advance's Yuquivo drilling gets off to top start with first-hole hits

HotCopper Highlights, Week 24: Israel boosts Energy; Meeka eyes production & Mag7 back

ASX

ASX Ltd notches upward on sale of company meant to fix CHESS 3 years ago

Week 24 Wrap: WW3 looms (again); US econ data tepid & silver surfing

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Gold, Brent Crude spike as Israel strikes Iran in worst-case scenario

Zip's stunning comeback: Is this the start of a $14 revival?

CUV

Clinuvel shares dip, even as CEO comes back from temp leave

MEG

Iberian expansion: Megado turns to Europe with Spanish copper mines

RML

Resolution's dual-listing to 'expedite growth' – and sets stage for NASDAQ foray

First 5 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Is Kabila involved in AVZ Manono transaction negotiations?, page-5

Top Stories

'Sure to be busy': Advance's Yuquivo drilling gets off to top start with first-hole hits

HotCopper Highlights, Week 24: Israel boosts Energy; Meeka eyes production & Mag7 back

ASX Ltd notches upward on sale of company meant to fix CHESS 3 years ago

Week 24 Wrap: WW3 looms (again); US econ data tepid & silver surfing

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Gold, Brent Crude spike as Israel strikes Iran in worst-case scenario

Zip's stunning comeback: Is this the start of a $14 revival?

Clinuvel shares dip, even as CEO comes back from temp leave

Iberian expansion: Megado turns to Europe with Spanish copper mines

Resolution's dual-listing to 'expedite growth' – and sets stage for NASDAQ foray

Featured News