I just revisited my notes and there's a few points I missed:
-The team is seeing a total dearth of chemical processing expertise in the sector, especially among competitors. Go tell your kids to study chemical engineering and do their honours in lithium hydroxide processing!
-The global corporates want big supply and they want it in the short term - just one Korean group wanted 150,000 tonnes per annum
-Mitsubishi officials will get a personalised tour of the facility next month
-Go figure, lithium prices will pick up over 12 months
-Fears about Argentinian federal elections are overhyped - the legislation gives the lion's share of authority to the provincial government and Argosy has fantastic relations with the provincial authorities. The authorities want this project to succeed.
-They will do everything possible to avoid dilution but they will also have to make the right decision for the business itself.
-Their strategy is to produce Definitive Feasibility Studies, but draft these to be a unique bespoke DFS per interested partner - this will ensure stronger relations for partnership which appreciate the demands on the partner. (Note: Could this make the DFS documents confidential though?)
- Forums
- ASX - By Stock
- AGY
- Ann: AGM Presentation
Ann: AGM Presentation, page-27
-
-
- There are more pages in this discussion • 116 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AGY (ASX) to my watchlist
(20min delay)
|
|||||
Last
5.0¢ |
Change
0.004(8.70%) |
Mkt cap ! $72.79M |
Open | High | Low | Value | Volume |
4.7¢ | 5.2¢ | 4.7¢ | $224.9K | 4.583M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 67846 | 5.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.1¢ | 208417 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 67846 | 0.050 |
1 | 43478 | 0.049 |
1 | 62510 | 0.048 |
2 | 225000 | 0.047 |
6 | 295616 | 0.046 |
Price($) | Vol. | No. |
---|---|---|
0.051 | 208417 | 2 |
0.052 | 170962 | 6 |
0.053 | 553567 | 8 |
0.054 | 143113 | 2 |
0.055 | 227616 | 6 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
AGY (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online