Originally posted by xsol
What the “improved” DFS...not convinced or confident that AVZ will be able to raise the needed finance unless they go down a JV route like KDR did with SQM.
All in my opinion of course.
completely agree .
Funding is essential .
Maybe CATL / VW / Glencore can do a tripartite agreement to secure lithium ... they certainly did for Cobalt.
problem is management need to agree to a sensible T/O price .???
https://www.reuters.com/article/us-...lectric-cars-and-automation-vda-idUSKCN1QJ0AU
RANKFURT (Reuters) - Germany’s car industry is to invest nearly 60 billion euros
($68 billion) over the next three years on electric cars and automated driving, the head of the VDA car industry association said ahead of the Geneva motor show.
ALL IMO
