It is not as simple a comparison
as you state in terms of monetary value.
CATH brings with it expansion to 10mtpa and will contribute funding towards scale up.
It brings in Yibin Tianyi and hydroxide potential with AVZ partnership.
Long term off take agreements with CATL and potential for battery plant in DRC .
How would you value a 25 plus year secure partnership that brings in buyers for your business and expansion to value added products?
Will be interesting to see how shorters will respond with rising lithium carbonate prices and a very undervalued AVZ share price?
ALL IMO
It is not as simple a comparison as you state in terms of...
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