General Comments & Banter, page-7954

Personally Nab I keep trolling thru the Lithium fundamentals and TRY to think of a way these guys can fail.

There arnt many imo.

Now that they have proven BOTH the process and the upscaling, of which I don’t know that too many investors apart from us close AGY followers realise the significance of (upscaling that is) as it gives them that potential to go straight to stage 3, or at least as quick as they can build the ponds for brine evaporation.

AM continues to spruik the Lithium fundamentals with accelerated manufacturer moves to EV, no doubt motivated by recent OPEC moves to strangle oil supply.

THAT Macri meeting and the hints within that annmnt tied to the fast tracking in the last couple of company annmnts.

Yes it sometimes gets frustrating waiting on the next move both company and sp make, but I’ll tell everyone here that what these guys have achieved in the time they’ve achieved it is nothing short of a miracle and it’s no surprise to me that this is being manipulated as hard as it is atm so the accumulators can do their thing.

I have watched many a fledgling spec with a new process try and get off the floor and nearly all have failed. So for JZ to be able to partner with PA so recently and then get to this stage is pretty impressive, at least to me anyway, after watching quite a few of these types of companies go by the wayside.

I had my doubts that someone like Billy could be so damned positive about such a company yet the recent company annmnts have proven Billy correct.

As far as the timing of the OT annmnt goes if they continue with the fast track rhetoric on top of the stage 2 production LCE OT with an option for the OTer to commit to financing stage 3 then the only thing that could top that would be an actual financial commitment signed off on as a part of that OT, but imo I think we’ll see the former first.

In either case such a commitment by both company and OTer will explain the extra time taken and will almost certainly derisk the company to a 400/500M market cap level potential and more if the Lithium market continues its bounce and forms a rerate of its own.

Anyway I’ve waffled on long enuf for a Sunday arvo. Guess most will be gearing up for the next footy final. Bathurst next weekend.

Can’t say there’s nothing to keep us impatient AGYers mildly entertained if that’s Ur thing.

Just been up the Blue Mountains and down to the Megalong today. Stunning day down there and all the spring flowers out along the way. We really r lucky in this country. Funny how I still can’t resist watching those dusty brine ponds being constructed in Spincs posts.

d.