A scenario more improbable considering CATL-NAL froze operations...

A scenario more improbable considering CATL-NAL froze operations at its Canadian hard rock mine recently. Is CATL showing face with this Bin Guo Lithium Plus placement?


Are we actually learning here about capitalism with Chinese characteristics?

That “someone” is a CATL NAL Director.

IMO, CATL looking at its IPO doc encourages entrepreneurship in its employees or, comrades.

Would head honcho Zeng Yiqun [曾毓群] accept competition from one of his own employees, Bin Guo, by letting him sell a Manono stake to a rival?

As an aside.......... why didn’t Bin Guo or Zeng Yiqun just take a position from Dathomir? Bin just helped give AVZ legs...does it show HuaYou and CATL are not in control as often repeated around social media traps?

Do note CATL-NAL Director Bin Guo registered LP within weeks of CATL’s IPO doc being published by China’s Securities regulator.

Rumours are CATL has struggled to make acquisitions or investments, (Joe Lowry has commented on this), another example, Pilbara rejected advances.

IMO, an employee setting up rivalry with his master, Zeng Yiqun, who is seen in photographs at captains of industry meeting with Xu Jingping, is a very dangerous game.

A scenario more improbable considering CATL-NAL froze operations at its Canadian hard rock mine recently. Is CATL showing face with this Bin Guo Lithium Plus placement?

Let’s not forget, CATL’s programme is to vertically integrate a supply chain and intends to topple the gasoline industry…. that’s its mandate.

One more example, in the IPO document, it states, Zeng Yiqun owns 100% of 香港瑞华投资有限公司Ruihua, it doesn’t say CATL owns. Ruihua invested in TTX and in a JV with HuaYou via Ruiyou to invest via MINOR in a tailings shell company MINOCOM, a JV with Dathomir and Cominiere.

If it’s a personal stake why is 100% Zeng Yiqun owned 香港瑞华投资有限公司it in the CATL IPO prospectus?

I do not know the rules of disclosure for directors in China, but let’s have room for pause on precedent.

All IMO & DYOR