AVZ 1.96% 5.0¢ avz minerals limited

Hi Doss, Don't be downbeat. Have a think about the announcement...

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    Hi Doss,

    Don't be downbeat. Have a think about the announcement a bit more and consider the main questions below:

    1. What does Huayou want out of it?
    2. What does AVZ want out of it?
    3. why has the announcement been made?

    These are my best guess answers:

    1. They want access to the pre-mining activities. NF has them blocked. They have offered something so they can get pre-mining with NF consent. It sends a message to Chinese who want them to do something and sends a message to other parties who may be beginning to think that this is very, very ripe fruit.
    2. AVZ (NF) gets the Chinese doors opening (Dathomir , DRC, Comminere, offtakers , CATL , Chinese govt backed entities) so they can get to DFS safely and the infra gets progressed and finance offers/offtake offers etc get progressed without any binding commitments - prevents a finance squeeze before DFS - very clever but the Chinese already know all of this. blah blah
    3. Basically AVZ needed position in 2 strengthening whilst retaining the golden key (Manono ownership, DFS, DRC/Dathomir Co-operation, CATL-type consumers focussed) and time on their side - only weakness is DRC change mind through lack of money or progress - sorted.
    Basically Huayou want to get pre-mining and re-inforce influence and answer Chinese pressure to get the F*** going or let someone else will who HAS the money. I think they needed AVZ to release the agreement to allow these objectives. AVZ's price is yes you get us moving along and we'll still keep the golden key.

    I think the announcement is about some of these things.

    AIMHO
 
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