Running Commentary on the SP Movements., page-16896

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Davy Boy

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18/03/18

19:09

Post #: 31841209
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Originally posted by greenmetals ↑

About all this DRC mining code discussions, two things:

1. By signing the the code into law, uncertainty is gone and this is now the starting point for negotiations. The only panic I have seen is created by Western journalists and people who are betting on non-DRC assets. ZERO panic in China. None. Nada. Shareprices of Chinese companies operating in DRC steady as a rock.

2. This next quote has so much more impact for Chinese players than the DRC mining code: Chile development agency Corfo, which oversees SQM’s lithium leases in the Salar de Atacama, claimed in a 37-page complaint filed on Friday that the purchase of a stake in SQM by “Tianqi Lithium, or any entity related to it directly or indirectly (including companies controlled by the government of China)” would “gravely distort market competition.”

Source: https://www.reuters.com/article/us-...-china-from-prize-lithium-asset-idUSKCN1GQ05A

The problem with discussion on HC is that a lot of people don't think from the perspective of Tianqi, or Sinochem, or Huayou and the list goes on and on...

Now what would you do if you were CEO of a Chinese conglomerate whose strategic 15 year plan is at risk if you don't have enough battery minerals in the next 5 years to kickstart your long-term strategy?

I'd call Klaus Eckhof.

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I wouldn't! I 'd raid the company before any of them got a whiff of what I was up to.
My opinion is the Chinese probably got cute with AVZ management and AVZ went to the US for funds completely blindsiding the Chinese.
I say drill the 40,000 m and make them pay.....if they don't want to pay then get them on board a JV and mine the sucker. DB

AVZ Price at posting: 30.0¢ Sentiment: Buy Disclosure: Held
21 Upvote

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Running Commentary on the SP Movements., page-16896

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