AVZ 0.00% 18.5¢ avz minerals limited

Hi @bmo , Did you notice that link you posted which is an...

  1. 1,756 Posts.
    lightbulb Created with Sketch. 915
    Hi @bmo ,

    Did you notice that link you posted which is an iteration of the CATL IPO PDF’d document was posted 2 weeks before Lithium Power Pty Ltd registered in Australia early June 2018?

    Nice timing to avoid disclosing a move in Australia. (My current assumption)

    To address some of your points:

    CATL is not “aka Huayou”…………..Note they did separate investments as it appears.

    Bin Guo has a background with Citic Securities and SRK Consulting according to Miningone………. the latter, SRK Consulting should remind you of an “easter egg” revealed early last year a bilingual PDF appraisal by SRK on Manono.

    Tantalex has become a largely dormant proxy for CATL execs………… Evidence is ‘ruihua’ investment in Tantalex.

    However, CATL (a CATL exec) partly own Ruiyou via Ruihua , HuaYou the other half. Societe de Mines d'Or Resource is MINOR (it’s no longer disclosed just like all the others in cominiere’s listed partner page website) and MINOR took equity in the tailings forming MINOCOM JV.

    The tailings have long proven to be a dead end for Ruiyou and it’s not clear that that JV is still operational between them since Feb last year.

    Hence the proposed selling to Tantalex………… God knows what that was about.

    I asked Klaus at the time and he said he thought it was just a promo stunt by TTX.

    So not CATL walking away............. just maybe CATL realising as it appears with NAL, that the tailings is a fruitless pursuit. IMO, it only got to a verbal stage and on some proposed parts only.
    So, any fresh data on Lithium Plus Pty Ltd?


    All IMO & DYOR
 
watchlist Created with Sketch. Add AVZ (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.