https://twitter.com/SaneGeist/status/1177788213210959873?s=20Some...

https://twitter.com/SaneGeist/status/1177788213210959873?s=20

Some points from this:

0.everyone should email the company and demand only premiums for China as they are a huge risk to Australian companies. One only needs to see the problems of PLS, AJM and A40. KDR dodged it with SQM. Very smart. China happy for WA lithium to fall

1. Avoid offtake with Chinese as non-bankable with common law countries. Japan is a good option according to KDR Donohue.

2.i asked my HKTD if Japanese are interested in Manono. That can only mean Panasonic need more Tianqi quality SC6 for conversion.

3. The road situation as outlined in quoted article should assist with offtake confidence. I suspect as Nigel indicated February 2018 from Cape Town bitumenising will be completed and should improve transit times accordingly.

4. The other route via Pweto to Kusami for example looks to be dependant on EU funds, as Nigel video with Axino indicates.

5. Tshisekedi is talking up a free trade zone for central Africa. He looks like a good guy. And, this would tie in with AVZ’s SEZ like tax dispensations indicated as achievable.

6. If offtake with Chinese entities or strategic investment they need to pay a premium