Hey all, Can anyone enlighten me a bit more on the...

Hey all,

Can anyone enlighten me a bit more on the impact/relevance of Zijin's news on AVZ?

They don't actually have a resource identified yet, right? It's exploration? I haven't been able to find anything on existing surveys of the area, is it just based on nearology to Manono?

If they do start mining lithium there, does that really matter? Does it impact us at all? Others have already commented it potentially means someone else to share infrastructure costs. The whole point of an "SEZ" is there's lots of activity, not just us.

I'm just confused still because lots of people have been framing it as a negative but I'm not really sure why.