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28/02/19
11:27
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Originally posted by PASBOZ
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Who is CATL direct competitor in the battery /cathode market.
Korean LG CHEM with established links to commence battery cell production in INDIA.
Puts Huayou Cobalt in an interesting position with its JV with LG CHEM and representative on the board of AVZ.
Anyone know if he has voting rights ,if not can he be asked to leave conflict of interest discussions?
Should CATL make an offer for AVZ will they allow supply to Huayou Cobalt/ LG CHEM considering its expansion and supply contracts.
All the positive reports of production commencing end of 2020 and yesterday FID implies confidence that funding will be available to commence mining ???
ALL IMO
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Next announcement of value will be notice of Hauyou departure from the board. Be great if it was followed by announcement that the Airguide contract has terminated