HuaYou would have a similar list here, except may be a line where they decide to pounce, or, CATL or another, a real miner lurking in the fog or major, planting out their strategic steps for decades to come.
China do think long term.
Do ASX retail think long term?
I agree timeline is blown out, but a lot of work has been achieved still in quite a short time. It could have been shorter
And that’s the concern I think Nigel has about Chinese just waiting, depressing artificially prices in domestic market , instead he wants to take it to production himself.
Good on him but please find a CFO, it would add a cent upwards. In fact, based on rumours here, we could be touching 10 cps expecting HuaYou to do something....
Still the fundamentals stick....just need transport study out by end of month