Agree Greenmetals. HuaYou have proven DRC experience and will...

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pcaruso.

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23/03/18

21:58

Post #: 31991764
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Originally posted by greenmetals ↑

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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Agree Greenmetals. HuaYou have proven DRC experience and will also be a key player in a JV arrangement. CATL could still feature but I think they've dropped off but could well be an offtake partner. An aside, in my previous post I kept making reference to BTNB when I really meant to say BNBT.

AVZ Price at posting: 25.5¢ Sentiment: Buy Disclosure: Held
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