"I also think the delay has been to allow Huayou to line their ducks up."
I think that's the key to how this has played out over the last few months. Huayou (and CATL, through their IPO) have probably needed a bit of time to raise capital before committing to acquiring AVZ. In the meantime Klaus has said 'Great, while you're sorting your $*it out we'll just go ahead and prove up the resource so that we can demand a higher price'
Only IMO, of course. DYOR
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