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Where to from here?, page-32

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stevo 111

4,983 Posts.

3104

12/05/19

17:56

Post #: 38526550
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Originally posted by ericson ↑

No worries Stevo. Just my thinking but I have been around a long time and know that this stuff actually goes on.

I think the whole delay is down to huayou jealously guarding a bone they can’t pick up let alone eat . Eventually the pack will move in and take it as hunger becomes too much. If huayou attempt to pick up the bone alone and lose it to another pack they’ll be torn apart.

I’ve said all along that a hostile TO for something of this size and fame (thanks to NF) is too risky . They now quite rightly realise that NF will fight a hostile TO and may have hidden support and tactics and that risk is just too big for the Chinese on this occasion - huayou just can’t get away with this. No, fir the sake of a few 100m, the stmt of arrangement route will be taken using collective funding (peanuts to the Chinese Li industry) and its just now a case of agreeing this amounts themselves and getting huayou to accept their approach failed . When CATL backed money came in for the CR it wasn’t to help out huayou or Avz for that matter but to ensure that this play is a Chinese one and not a huayou one. And for the Chinese a stmt of arrangement is a great deal as they are not a company but a huge entity wanting smooth collaborative transition into control of this on the world stage . By comparison huayou are an upstart company wanting to play Avz using the normal hardball corporate world tactics ... but it failed resulting in a CR that hurt everyone and reminded all of how it can go wrong if you play games .

Posters are calling an imminent hostile move . I will publically call a statement of arrangement for reasons given. Let’s see what happens next . I think someone said NF is back in USA in June . That’s a great move . Please NF speak to Jason Brewer and get an LSE listing lawyers meeting publically advertised ... make sure the Frankfurt transfer is a two-day stop-off ... Angela’s waiting . AIMHO

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Hey mate,

I gave you a GA for that post as it was thoughtful and showing insight, and I agree with a lot of it.

Have always enyoyed your posts and many others that contribute here also.

Guess we will just have to keep watching to see which direction AVZ takes.

Cheers mate and best wishes.

AVZ Price at posting: 4.1¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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