General Discussion AGY, page-318

Where is this from MarketingMan?

I think that is a fair summary.

I think there are more opportunities in going above the 10,000 tpa at Rincon, potential for joint ventures with companies that have the assets but lack the expertise and relationships (These will ripen as time passes).

In my opinion, AGY needs to focus to ensure that the construction goes without any delays (if anything, ahead of schedule), while at the same time progressing the approval for the 10,000-15,000 tpa expansion at Rincon, and starting the exploration at Tonopah, and timing these activities to coordinate the announcements to build the interest and reach wider audience of potential customers (hopefully would be interested in expanded Rincon and the potential at Tonopah) and investors.

The consensus is that Lithium will continue to rise over the next 1-2 years as we enter a supply deficit. Timing and execution over the next 12-18 months is critical for AGY success.