TDITD
Top 20
Well that all remains, our sc6 and PLS still goes to those we signed contracts with, we can still supply a CATL funded battery plant in DRC. AVZ just communicates to CATL we wanted you but you guys have out played yourselves and we have been forced to go with Zijin to maintain operational majority of the project. Definitely would be pros and cons, but we have to look after ourselves first, DRC second and JV holders last.That's all fine but then you have to question CATLs relevance in Felix's master plan which is to create a Battery Metals Value Chain through his new DBC. Clearly something CATL knows a hell of a lot about. And AVZ is on the Board. Obviously some pros and cons for cutting them loose.
Who knows if CATL really didn't know anything of Zijins illegal moves, well then they may kick up a stink, utilise their contacts, offer more $ to pay off Zijin, run back to winnie the pooh and cry about it and get Zijin to back off ?