Surely I would be expecting AGY to be meeting with their clients on a more regular basis if the offtake and funding is to be progressed.I don't see Agy meeting with its clients to be all that significant - I would expect them to be meeting alot more to hash things out.
Again it comes down to the client dragging their feet maybe...who knows.
All i know is the longer the wait then possibly the lower the base sp we will have to work back up from again.
Not being impatient, but the market is usually more impatient than me...
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