General Discussion AGY, page-19238

I want to be very clear about my previous statement;

I am not saying TO at $1.72.

That is MY price target in the future, if the offtake can be negotiated (remember, battery producers [in fact any entity making anything] will want security over supply or they are out of business) and it doesn't have to be paid in one hit, there could be tranches as the 10ktpa plant is developed. So there may be no requirement for a cap raise. Plus there will be cash flow from the existing 2ktpa plant

I agree IF, IF there was an offer it would be perhaps 2x where we are now. That is precisely why I also said the BOD would most likely not recommend it to SH, with so many boxes that could be ticked relatively soon (give Milei a chance to get his hooves under the desk).

So, for me, it comes down to negotiating the terms of the offtake, both price AND timing of payments, which, (yes I know I,m a bull, not a moderate here)
but that is how I view it.