AVZ 0.00% 18.5¢ avz minerals limited

Running discussion on SP, page-16058

  1. 4,655 Posts.
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    The only in between the lines is China will own Manono.
    With CATL expansion plans in supplying Honda , VW , Daimler, Ford , and more and a mine in Canada that does not meet specs for lithium hydroxide , .... still no long term supply of lithium.
    How many millions of cars will CATL supply ??
    Plus Huayou Cobalt joint venture with LG CHEM battery and cathode production

    Add DRC policy of infrastructure spending for minerals and Huayou Cobalt involvement in DRC .
    and supposedly their lack of funding .

    A joint venture with CATL and Huayou Cobalt plus a major car manufacture will be able to secure funding to bring Manono to production ,
    Possibly all waiting on the DFS and Metallurgy results to confirm lithium hydroxide certainty from Manono.
    Then China Inc can move to Bank feasibility study and project finance.

    Best possible outcome for AVZ is to accept a realistic takeover by China Inc.
    The only other major company in DRC that could bring Manono to mining and has the political connections and financial capacity is Glencore .
    IMO USA has very little chance even if Eric Prince can secure the 500 million funding .
    ALL IMO
 
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