Running discussion on SP, page-15746

Huayou also have a joint venture with LG CHEM for $440 million,
https://www.benchmarkminerals.com/l...ode-landscape-for-electric-vehicle-batteries/

Maybe setfire2thieves info regarding JV with CATL/ HC is the only way that they both mutually benefit.
Miner with end customer especially if HC is lacking funds.

So who requested the DFS and who is the undisclosed MOU partner ?
Especially with Bin Guo investing 3 million.
Searching to understand NF blatant confidence ......CATL has deep pockets and no secure lithium at the present time to meet its endless expansion of EV customers.
ALL IMO