AVZ 0.00% 78.0¢ avz minerals limited

This virus is shinning a light on the significant issues that...

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    This virus is shinning a light on the significant issues that arise when an industry or segment, of any market, is solely or largely, dependent on any one country, for the majority of links to its supply chain.

    If anything, the global manufactures of EV's will now be looking to diversify their reliance on China, and when this debacle is over will be looking to secure and sure up the supply chains with sensible infrastructure and assets. One would think that this will make the Manono asset a significant target... I'm expecting delays, but I do expect that we will get there in the end. Gutted I didn't flick my options a few weeks ago. Had some sell orders in place but got too greedy and they weren't hit.
 
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