Li-related News/Articles/Reports, page-7681

Don’t forget that potential strategic partners will most likely be looking for a longer-term arrangement; probably something in the 10-year range, plus, afaict.
That might be in the form of 5+5 years; we’ll just have to wait and see.
The POINT, however, is that they aren’t hunting for a couple of shipments or a year’s worth of product; and they will indeed be thinking LONGER term, rather than being overly distracted by what the “li price” is this month or qtr or whatever.

AFAIK, the key requirements from the customer’s perspective relate to specific impurity levels (not just headline grade %), and confidence in consistent supply. They don’t want to stuff around with qualification etc only to end up with large variability or to go elsewhere after a year or 2.

It seems that some here carry on like a partner is looking for a couple of shipments, or isn’t thinking longer-term wrt pricing and supply.

Imo, the good thing for us is that we aren’t desperate and potential partners are probably more than aware that we aren’t up against the wall, where they can screw us on terms, as they might be able to with some other companies that are effectively unable to proceed at all without a deal.


“AGY and Puna are just going about their business methodically and calmly”

Absolutely; 100%.
imo the haters either want cheaper shares or they desperately want the company to fail in order to justify their exits and pessimism.
Meanwhile, Puna just keep working away; that’s all they need to do, and the ducks will arrange themselves….


imo
Dyor