Keeping AM could bring more +'s...AM is in Taiwan at the moment and will mostly likely continue to be based in Taiwan.
Taiwan's Foxconn is the next near-term, serious manufacturer in the mass EV market globally. Lithium supply outside of China's control will be a key issue for them.
AGY's 2000t p.a. seems like a comfortable range for their pilot production planned in 2023.
Of course, I could be over-estimating AM's connection to Foxconn....as I have over-estimated many things in life....
But what if I'm not?
IMO DYOR
AGY Price at posting:
18.5¢ Sentiment: None Disclosure: Held
