The investment era of rebirth

That night, under the auspices of Jiang Weiping, the temporary internal meeting of the group lasted until 11 o'clock in the evening, and during this period, Liu Wei participated through remote video.

In the end, after considering the interests of the group and everyone's opinions.

On the second day, Jiang Weiping made up his mind, and under the arrangement of his secretary, he set off for Yuhang to meet Su Yu.

During this period, Su Yu also called Liang Bin and He Qian from the company's venture capital department to discuss the investment in 'Apocalypse Lithium Industry'.

"Mr. Su..."

After Su Yu initially explained the two investment plans, He Qian couldn't help but said: "Apocalypse Lithium has an asset scale of only one billion yuan. In recent years, it has been spinning on the profit and loss line, and its market value is less than 30 billion. You Isn’t it too much to promise them an investment of 30 billion? It’s impossible for them to cede control, and even if they cede control...it’s useless for us to acquire such a company. "

"Again, 'Talison'..."

"Resource companies, when the cycle is reversed, do have great potential for performance explosion."

"However, this still cannot change the nature of the 'cycle'. Take domestic coal companies as an example, Mr. Su should understand how miserable this year has been."

"We gambled heavily into the game of 'Apocalypse Lithium'."

"It is possible to make big profits in the future, but there is also a high probability of huge losses. After all, no one can guess the top and bottom of the cycle."

"Indeed, the use of 'lithium' is currently expanding with the advancement of technology, and the demand is also slowly increasing. However, it is about to enter a full-scale outbreak period, which is what you call the competition for lithium resources. Lithium resources are very tight. A situation where global demand is far greater than supply is still very far away.”

"Reserve resources, compete for the right to speak."

"That should be something that the state considers, and we, as an investment institution."

"The primary consideration is the development prospect of the investment company and the profitability of the investment project."

"I also think that the 30 billion investment quota is too radical." Under He Qian's objection, Liang Bin thought for a while, and agreed, "Mr. Su, our company's net value in the 'Yuhang No. 1' fund After ex-rights, the total cash flow returned is more than 30 billion, so we can’t bet all of it on the project of ‘Tianqi Lithium’, right?”

"Also, are you too optimistic about the future of 'Apocalypse Lithium Industry'?"

"After this company landed on the small and medium-sized board for 10 years, for more than three years, regardless of revenue scale or net profit, growth has been slow. The only thing that can be commended is that their profit margin curve is still pretty good, showing continuous improvement. The trend shows that the cost control within their group has been declining, but such advantages are obviously not enough compared to the nearly 3 listed companies in the two cities."

"As for the future of the industry as a whole..."

"At the current stage, no matter domestic or foreign investment institutions, the judgment on the future development of this area is relatively hazy. Few institutions are strongly optimistic about it, and have involved in the field of 'lithium resources' and 'lithium batteries' on a large scale."

Su Yu saw that both of them were quite opposed to his big bet on the 'Tianqi Lithium Industry' project, so he smiled and was not angry, and replied: "As an investment institution, the first consideration is indeed the development prospects of the investment company and the quality of the investment project. It is possible to make a profit, but...under this premise, the essence, that is, the essence of investment, is still investing.”

"For example..."

Su Yu smiled and said: "Standing at the time point half a year ago, who would have thought that our 'Yuhang Investment' could reach the current scale of asset management and achieve the current profit performance?"

"This is the same for Tianqi Lithium Industry."

"You only studied the current financial data, current situation, and development status of the company Tianqi Lithium within five years."

"But I didn't carefully study the helmsman who is in charge of the Tianqi Lithium Group, I didn't study Jiang Weiping, I didn't think about why Tianqi Lithium took a big gamble to acquire 'Talison', and even took a large amount of debt at all costs, regardless of myself. Whether you can bear it or not, you have to complete this overseas acquisition."

"You take a closer look at the operating data of Tianqi Lithium in recent years."

"When did its net profit margin rebound? Why is the internal cost control of this company significantly lower than that of similar companies?"

"Also, where is its biggest cost expenditure?"

"Prospects, the expansion of market demand, and the outbreak of the cycle, these factors are indeed important, but the most core point of our investment in enterprises is people."

"After all, businesses are run and managed by people."

"In the same industry, on the same track, the business and management capabilities are different, and the final results of enterprise development are also very different."

"Through various materials and data analysis."

"We can see that since Jiang Weiping took over the control of Apocalypse Lithium, the company's internal situation has been improving, and its internal growth capabilities have already taken the lead in the industry. What is missing is just an opportunity to ride the wind. That's all, and 'Taleson' is the pair of wings that Apocalypse Lithium rides the wind."

"According to the operating data of Apocalypse Lithium in the last five years, we can see..."

"The group's largest cost expenditure is the import of 'Taleson' spodumene ore, and this import quota has shown an annual growth rate of at least 30% year-on-year, which has become their group's biggest burden."

"This is a company that has grown abruptly in an industry desert through internal cost suppression."

"Coupled with the excellent management and management capabilities of the helmsman, as well as the overall strategic outlook, I have no reason not to be optimistic about such a company."

"Furthermore, because everyone has doubts about the explosion of demand for 'new energy' and 'lithium batteries' in the future, and the development of the industry is still in a hazy state, we have this opportunity to make full use of the funds in hand. To obtain the equity of the most high-quality enterprises in this industry and related high-quality chips, so as to enjoy the future growth dividends of enterprises and the explosion dividends of the industry.”

"Dapeng rises with the same wind in one day and soars up to [-] miles!"

"In my opinion, Apocalypse Lithium and 'Taleson', after solving the problem of raw material costs and mastering the world's best lithium resources, are the process of becoming a dragon."

"Also, the competition for the right to speak of industry resources..."

"Maybe it is useless at present, but in the future, with the development of the times and technology, it may become crucial. This is not a matter of the country, but also closely related to each of us."

"Just like the current status of the steel industry."

"Our steel production capacity has already accounted for more than 50% of the global production capacity. However, we can only account for a small part of the profits of the entire industrial chain, and even suffer from the raw materials. We do not have core resources and no pricing. Right, even in the stage of industry demand expansion, everyone can only make meager profits, which is the evil result of not planning in advance and not having a forward-looking vision.”

"The company 'Talison' is not an ordinary enterprise on the lithium ore resource side."

"It is a resource-based company that owns the world's highest-quality spodumene ore. If it weren't for this time, the company suffered extreme losses, and the industry happened to be in a cyclical trough. They wanted to win such a resource-based foreign company with a monopoly. It is basically unrealistic to have a controlling stake in a company.”

"So, no matter from the perspective of investment, or from the perspective of macro strategy."

"Since 'Apocalypse Lithium Industry' has approached us on its own initiative, and the opportunity has come to us, we should not miss it."

"Of course, the investment quota of 30 billion is just the preliminary intention I told Mr. Liu. In real terms...with the size of Tianqi Lithium and the current situation of 'Taleson', they can't afford so much money , according to my calculations, the final 20 billion funds should be enough."

"After all, as a direct competitor of Tianqi Lithium's acquisition of 'Taleson'.

"Norkwood is very strong, but with the hazy future prospects of the industry, if the final acquisition cost of 'Taleson' is too high, they may not be able to bear it, and there is a high probability that they will choose to give up."

"I think Mr. Su is right." After listening to Su Yu's opinion on this investment, Li Meng, who had been silent at the side, replied, "The fundamental of investment is to invest in people, Mr. Jiang from 'Apocalypse Lithium Industry' , dared to gamble on his decades of accumulation, and even mortgaged all the assets under his name to the bank, desperately fighting to promote the acquisition of 'Taleson' by 'Tianqi Lithium Industry', it should have fully weighed the risks , with a deeper understanding of the future development of the industry.”

"If the final investment amount does not exceed 20 billion."

"For us 'Yuhang Investment', although it is an unprecedented large-scale investment project, it will not hurt the foundation of our company at all given our essentially abundant cash flow."

"So, overall..."

"Although the investment in this project has certain risks and uncertainties, it is still worth investing in!"

"Okay!" Seeing that Li Meng was also on Su Yu's side, He Qian thought for a while and felt that what Su Yu said had some truth, so she couldn't help but agree in the end.

As for Liang Bin, when all three of them agree, it doesn't matter whether he expresses his opinion or not.

After the consensus on the investment was unanimous, everyone discussed some conditions that may be put forward by "Apocalypse Lithium Industry" in the future, and how to strive for a more reasonable and mutually beneficial agreement in the next negotiation between the two parties. Win-win investment strategy.

Finally, Su Yu invited the three of them to dinner.

Then, I bid farewell to my sister at the airport in the afternoon, and at the invitation of Yang Hao, I went to see a luxury high-end real estate built by Kumho Group as a core project in the Binhai business district not far from the Financial City. It cost more than 1000 million yuan to buy The top floor is nearly 400 square meters of large flat view room.

"This house is not bad!"

Yang Hao saw Su Yu standing in front of the window, looking at the entire Yuhang City, smiling authentically.

"It's not bad!" Su Yu replied lightly, "It's located in the core, with a wide view. Speaking of it... the price you paid for this land was not small, right?"

"That is, every inch of land is precious!" Yang Hao said with emotion, "I originally reserved this house for myself, but seeing that you like it so much, I can only be a favor."

"Didn't you ignore the internal affairs of the Kumho Group?" Su Yu asked with some doubts.

"But I am the major shareholder of Kumho Group after all. It is convenient to show you the house." Yang Hao said, "Besides, Yang Jincheng is Yang Jincheng, and Kumho Group is Kumho Group. Although I feel a little resentful , but it is not enough to vent this anger on the employees of the group, and this is a company founded by my mother. After I take over, I still hope that it will continue to be brilliant, after all, it is my mother's hard work all her life!"

Su Yu looked at his sudden sentimentality, smiled, and said, "Let's talk about it after you get back the control of the group!"

Saying that, he started to leave the house he just bought with Yang Hao.

"By the way, I asked Xinyu to have dinner with me tonight, do you want to join me?" Yang Hao asked after showing Su Yu around the real estate and leaving.

Su Yu smiled and said, "Let me be the light bulb for the two of you, so that you two can show your affection?"

"You can also call the beautiful woman Li from your family." Yang Hao said, "You guys are worth billions of people now, so don't be so indifferent all day long. Desires... that is. I want to vent out, I haven't been to the bar for a long time, how about we go to the bar to book a place without calling, how about a drink?"

"You Yingyingyanyan sisters, haven't you forgotten?" Su Yu warned, "Be careful that you have been empty in the Ni family's bamboo basket. Now you have the best chance to go further. The one who replaced the Chen family is the Ni family. You Guy, if you can't grasp this wave of opportunities, I'm afraid you won't have a chance to stand up in the future."

"Okay, okay, why do you feel that you are more anxious than me."

Yang Hao sat in his eye-catching Ferrari sports car, waved to Su Yu, then kicked the accelerator, and disappeared from Su Yu's sight.

Su Yu smiled, took the contract from the real estate sales manager who had been serving him carefully, got in the car and left.

Went home and rested for the night.

The next day, Monday, December 12.

At 9:[-] in the morning, Su Yu came to the company. Just after the morning meeting, Liu Wei, Jiang Weiping and other negotiators from the "Tianqi Lithium Industry" party arrived.

"President Su, nice to meet you!"

Liu Wei saw Mr. Su, greeted him with a smile, and then quickly introduced to Su Yu: "This is the chairman of our group. I have reported the investment idea you told me the day before yesterday in detail to our chairman. I was very interested in this, so I came here in person today.”

"It's a pleasure to meet you, Mr. Jiang." Su Yu looked at the middle-aged man introduced by Liu Wei, and shook hands with him with a smile.

Jiang Weiping held Su Yu's hand, looked at Su Yu carefully, and was a little unbelievable: "I really didn't expect Mr. Su to be so young. He really is a young hero, and his reputation is well-deserved!"

"Hehe..." Su Yu laughed, "Mr. Jiang is too proud."

As the two greeted each other, Li Xiaoling, the secretary who lived behind Su Yu, also warmly greeted everyone and led them to the meeting room.

to the conference room.

When Jiang Weiping saw the meeting room, he had already arranged everything.

He couldn't help smiling and said: "It seems that Su always predicts things like a god, he knew we were coming!"

Su Yu laughed and said: "Shuangkuai people talk about refreshing things. Sichuan and Chongqing are originally a family. Mr. Jiang and I can be regarded as fellow villagers. Since this is the case, naturally the winding things can be reduced. Now that you have boasted to Mr. Liu, you will not break your promise, please rest assured Mr. Jiang about this."

"So, let's start!" Jiang Weiping admired Su Yu's straightforward attitude and waved to the secretary.

Immediately afterwards, the secretary took out many relevant materials prepared in advance from the document bag in his hand. Of course, at the same time... Li Xiaoling standing behind Su Yu, and Liang Bin, He Qian and other companies beside Su Yu The core members of the venture capital department also read the materials and prepared for each other.

"About President Su's two investment proposals..."

While everyone was preparing, under Jiang Weiping's signal, Liu Wei paused, and said, "After thorough internal discussions, we have chosen a more compromise plan. President Su, please take a look."

With that said, Liu Wei handed over to Su Yu the plan written by "Apocalypse Lithium Industry" after overnight discussions.