Running Commentary on the SP Movements., page-7596

Appreciate your research 8horse.
you put a post regarding China Moloybdenum as having close to 50% split in the way its shareholding is set up.
1 part 50% government the other operates independently from government.

Will the Chinese majors compete against each other?

Given CMOC ability to obtain funding and transfer without China regulatory approval and its current JV with major in Shanshan .
What do you think are the possibilities of CMOC + Shanshan co operating with Huayou Cobalt + CATL in the T/O?
OR
CATL +Huayou Cobalt together achieving to secure Manono.

Given the size of Manono and urgency for China to secure lithium supplies in all the important supply chains.?
from miner / cathode producer/battery producer/car / bus/ truck manufacture and off grid storage.
Either way , AVZ holders are in for a substantial re rate.