I do agree with this also Whisky. Any deals currently in discussion will be based on the 2ktpa producing battery grade material at scale.
I see ORE just released its numbers for last quarter, they produced 3,300 tones of lithium carbonate in 3 months, 2,200 tones of that was battery grade. So if AGY can get the 2ktpa production at full battery grade then in theory as it's a modular approach we will be able to produce more batter grade carbonate at 10ktpa than ORE are currently producing. That certainly puts some context around what AGY are doing.
Li-related News/Articles/Reports, page-234
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