For a double degree engineer, miner, geo, doctor and physicist you should be well aware that AGY won't be producing from the 10ktpa until 2028-2030... that means capped at 2,000 tonnes (at nameplate, lol) for the next 4-6 years.
Yes, I sure can say for certain they will fall behind. You know this, but cannot state it as it would prove me right again.
"Planning to mine rocks and produce a concentrate via DMS doesn’t impress me. In this industry, it is about as far from battery-grade chemicals production from brine as you could get."
Mate DMS method, battery grade, tech grade, 0% lithium dirt from the ground. If they can produce it at scale, sell it at scale, and increase shareholder value, I couldn't care less which one their primary product is. You can scream how good the grades are all you want, but when it comes to the company value (MC) and your investment value - AGY simply don't have the capability nor resource to achieve that of a few others in the long run.
All good though, money still to be made, so don't fret at my posts. But snide remarks like 'see how you go in 5 years', implying anything but AGY is a bad investment, you'll get a response in how wrong you are... again
AGY Price at posting:
13.5¢ Sentiment: Hold Disclosure: Held
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