David Krappenschitz
Regular
Sounds very nice, but hope these ideas aren’t pulled out of your arse, otherwise you’ll have to pull a out tooWell my take is that this announcement signals that it's time to sell.
I'd bet on my own asshole that Cath, or Pei or CATL have already expressed interest to buy the lot if AVZ were to sell.
They've been VERY keen on getting the stuff, and there is no better way of getting the stuff than if you controll the stuff.
Only competitors placing bids will give shareholders maximum value.
I'd imagine Nige and crew have been flying around the place, giving prospective buyers a sneaky look at the DFS2.0, and with the updated resource size now released, they'll be calling in all bidders.
Cath/pei have a lot of money, I can't see them not matching bids, plus an already established relationship with AVZ counts.
So I think it's very possible.
However, the DRC probably want to diversify away from china, so that might cause issues.
And here's an optimistic possability....
This announcement means it's already been sold!
Gltah