The lithium going to Y.N Chemical which is a chemical wholesaler in Korea is obviously heading for LiPF6 production as per AGY announcement. Foosung are the only Korean manufacturers of LiPF6 with a patent process.
foosung with a 1.6T KRW market cap could very easily provide a substantial order and funding for OT through to 10ktpa plant. Maybe this is our preferred partner?
seems like a handy connection of dots to me!
AGY Price at posting:
6.4¢ Sentiment: Buy Disclosure: Held
