Looks like Jens, Maja & August are playing tag team low ball on AVZ SH's expectations
"$AVZ The US is not desperate for anything in this world. And as our new President is making clear, we will walk away from deals that does not advance our national interests or those of our allies. We hold all the cards."
https://x.com/AugustCohen4/status/1922496153054019939
August needs to examine his own post.
"The US is not desperate for anything is this world...."
They will be, if they don't find alternative sources of rare earths and Lithium than getting it from China, which is why they are inking the rare earths deal and why they approached us for Manono."
"We will walk away from deals that does not advance our national interests"
Making sure they have alternate access to Lithium etc is advancing their National Interests. This is a strategic play.
This is all about advancing the national interests of the US.