As the months go by and things settle after the election , it’s decision time for DRC parties . How do they proceed ? NF has made sure that AVZ can’t be outwaited. CATL and BYD can’t wait much longer . BYD in a race with Tesla and Catl in a race to keep supplying Tesla’s insatiable li appetite (which is also needed for massive expansion of mega packs ) before they establish alternative supply methods . I think negotiations will start shortly . The obvious , non-confiscatory solution acceptable to all parties is take stakes in avz to get the ball rolling and then buyout or partner up . I patiently wait . Dare I think that we will have progress in the next 12 months . Hope so .
AVZ Price at posting:
78.0¢ Sentiment: Buy Disclosure: Held