There’s been some massively positive announcements regarding EV’s over the past couple of weeks including from France, Germany and UK. The Li space IMO is seriously about to heat up and in fact started doing so last Friday.
I hope management take their time and get the all important financing arrangement right. Control is coming back to suppliers. Ideally AVZ’s SP can rise along with all other Li players and be at a much higher base before the finance announcement comes. This will help launch it to a much higher level. I am very much hoping for full debt financing from a non-Chinese entity and then off takes with multiple parties after this (inc Yibin/CATL) on very favourable terms.
Very exciting couple of months coming up.
Things play out well and we could very likely be +30cps in 3 months.