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General Discussion AGY, page-16292

  1. 14,031 Posts.
    lightbulb Created with Sketch. 8530
    That all sounds really nice, but perhaps you missed this part of my post:

    "Imo it is pretty clear that the future strategic partner would be seeking several key de-risking factors, the permits being only one. Sure, they are absolutely required for expansion, but are pretty useless on their own; and imo would not be enough to trigger partner investment. See LPI. Several ducks need to line up, and the company is doing that, simple."

    Do you honestly think that the strategic partnership depended / depends ONLY on the permits???
    THAT was my point, and imo - not a chance.

    If you truly believe that, then afaict it contradicts the messages we've been getting from the company for quite some time wrt negotiating with multiple parties and shaping a mutually-beneficial partnership for long-term benefit.

    ---
    "now we for sure need to wait at least a year to hit those levels again, probably two"

    Ummm.. based on what, exactly?


    This is a perfect example of emotions and frustration clouding reality, imo.
    Btw you are of course free to believe whatever you like, I just like to see some supporting info to help justify and explain a person's position on a topic. Ta.

    BTW, how long did you think it takes to bring an operation like this to production?

    Good luck.
 
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