Summed up nicely ohreally.

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flight996

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12/04/22

09:20

Post #: 60798485
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Originally posted by ohreally: ↑

you really believe that? come on, this is not a matter of the DRC saying we want to see you with CATHS $'s first, and CATH saying we want to see the mining licence first. or Nige would simply say fine CATH there's not much I can do, seems we are at a stalemate so let me go and look for another deal now while Li prices are booming and we have a $4b MC then i'll get back to you if I've got any Li left down the track to give you at increased prices.

AVZ is in the box seat here and CATH's back may be somewhat against the wall, and the Chinese don't like that crap. Maybe CATH is buying time to run all the numbers and maybe just maybe the SP going down works in their favour rn, all severe speculation, and we just wont know until possibly end of month.

I find it extremely hard to believe management will come back at end of month and say CATH deal has been extended without giving details on what's going on. Hopefully if Nige see's any more games/delay-tactics by CATH then he has been speaking with new partners recently so he's ready to give us the new alternative "CATH deal abandoned by both parties and XYZ have come in with twice the money for the same %, or CATH deal abandoned and the Arab and African banks have decided to fully fund the mine"...idk...I just can't see us getting anything worse than we already have. It's all upside imo, and I'm not sure why some are whinging rather than topping up while they can

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Summed up nicely ohreally.

AVZ Price at posting: $1.06 Sentiment: Buy Disclosure: Held
29 Upvote

2 Great analysis

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