Li-related News/Articles/Reports, page-6622

Valid points, mate, thanks for your response. Just to clarify, I've never invested in MIN, but I do hold shares in AGY. The question is definitely loaded, as I think we all have a sense of what the answer should be. I might have overlooked it, but have you previously mentioned that AGY's plans for 2028 are "hazy"? I'm just examining biases here, nothing more. While I agree that projections vary in reliability, they're not all on the same level.

Respectfully, it seems like you're avoiding the issue a bit. We both know exactly who I was referring to, but hypothetically, let's remove AGY from the equation entirely. Instead, consider PLS versus SYA. Whose guidance would you trust? There's no need to answer, I'm just illustrating that it's unreasonable to compare a junior company with a track record of missed targets to a lithium powerhouse with consistently achieved goals. I therefore think it's unreasonable to infer that other supply is questionable, without exploring the possibility that AGY may not deliver on their stated targets (which are already well overdue).

Returning to your initial question, it ultimately boils down to whom you trust.