If that is true and I were the Japanese or South Koreans I would be scrambling to get in bed with Agy.
There's a sense of hesitation on the customers side because the strategic off-take & funding deals appears to be taking a very long time to nail down.
Remember the 2,000 ton p.a plant will still take 12 months to build from the time we get the funding.
Ann: Investor Presentation - May 2019, page-85
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