AVZ 0.00% 78.0¢ avz minerals limited

Running Commentary on the SP Movements., page-17433

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    Great contribution.

    Only one thing to add: BNBT doesn't have mining experience. As I see it, this is the value chain: AVZ/Huayou --> Tinci --> BNBT.

    I don't know if we get a AVZ/BNBT J-V. Somehow this doesn't make sense to me.

    Huayou has mining experience in the DRC. I'd prefer a proper J-V with Huayou to develop the mine, financially backed by binding deals with Tinci (carbonate plant?) and BNBT (buying stuff from carbonate plant for their batteries?).

    I don't think everything will be clear next week. But I could be wrong...

    Guangzhou Tinci Materials Technology Co., Ltd was founded in June 2000 and listed on the SME Board of Shenzhen Stock Exchange in January 2014 (Stock abbreviation: TINCI Material. Stock code: 002709). With a market capitalisation of RMB 14.9 Billion (USD 2.35 Billion), the company is a national high-tech enterprise and specializes in R&D, manufacture, application and marketing for lithium-ion battery materials and its upstream raw materials.
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