Great post mate, really appreciate the effort.
funny, Not so much hate for the horse when he's punching out these posts is there?
Only other post that's been missing is the peer to peer EV. perhaps you still had those tables? alternatively was it
@mistie that used to do a comparison.
I reckon there's an annc coming Monday. Timing re market movement is sheet atm so hopefully some sector wide recovery early this week and news ontop of momentum.
Lithium Plus is CATL - IMO (sorry I can't share as information is from banned member - last post was moderated due to this and will respect posting rules.)
AVZ's registry indicates vertical integration. Huayou to exercise and take larger stake. CATL and Huayou to provide capex for construction via JV and offtake agreement. infrastructure costs covered by current partners. Refer to performance rights of directors to ascertain POA. Will negotiate at reasonable terms once boots are full.
looking at mid this year IMO
SF2TH