Re: Next week, page-46

Morning guys,

Thanks for all the pieces of sector information. I've been away from the threads for a few days so apologies if this has been mentioned before, but:

It is worth having a quick look at CFE's announcement of yesterday. They have a Co tailings project in the DRC. Whilst I am not invested, and don't intend to invest in CFE (long story), it is worth noting that CFE has been approached by Chinese interests with funding offers to get their tailings project operational and have been invited to China after a recent site visit by the Chinese party to the project in the DRC.

There has been a lot of sector news lately, including the very public VW rebuff by Co producers.

It appears that the talked about bottlenecks in the supply chain are very real from a manufacturer's perspective and with all the Government regulations that are being promulgated globally, missing out on the EV wave is not an option for manufacturers. A key part of that is ensuring they have access to critical materials such as Co. It smells like a bit of panic is in the air.

I think that the narrative is extremely conducive for AUZ and portends further gains, all else being equal.

Cheers
John