Running discussion on SP, page-56367

Precisely the thrust of my question. To develop a battery manufacturing facility in the DRC would reduce transport costs for raw input of spod/LiOH - but likely could introduce costs associated with transport of other inputs. It would also require skilled workers to likely be prepared to relocate to the DRC, or involve some significant upskilling of a local work force(?) Potentially it also then involves entities which have the IP/“know how” for battery manufacturing to desire to locate processes that expose that know how in the DRC (something which some operators might be less willing to do on basis of concerns about sovereign risk to IP).

Anyway, it does produce a compelling opportunity that furthers interest in AVZ, but I think there’s quite some devil in the detail yet to be resolved before any impact of that opportunity properly flows to the miner stage.