I Like your thinking Wombat. Why all doom and gloom of "we're being screwed over, someone is taking this away from us, etc". Maybe it is AVZ stalling the CATH deal?? We have a good balance sheet and can now possibly extract a higher value out of the 24% project dilution with a 10MPTA starting mine capacity. Don't forget is was CATH strong push to increase the initial mine capacity, they might be asked to pay for their wish. Maybe it is AVZ running the clock down on the deal, who knows. On top of that DRC is looking towards commitments for battery manufacturing in country, again that is a commitment for CATH to make, not AVZ.
AVZ Price at posting:
99.0¢ Sentiment: Hold Disclosure: Held