I get the impression that the market and investors in general still dont understand AGY's approach to Lithium concentrate production. It's a bit unconventional yet incorporates important processes that can and will be a major stumbling block to other Lithium hopefuls. Simply producing a high grade product is not enough - can it be done consistently ? How much capacity ? What countermeasures are available if things go awry ? Scalability ? Can LCE or LiOH be produced on demand ?
I have been sceptical and critical of AGY in the past but after doing quite a bit more DD I came to the conclusion that AGY is well positioned to capitalise on the expanding Lthium Ion battery market.
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