Pretty confident AGY will get the 10+ktpa funding once they can deliver on the 2ktpa. If they can prove the process at that scale there's no stopping them IMO. They will improve the resource on paper down the track IMO, im sure if it really comes to it they can buy some resource of the neighbours at a premium. AGY and LPI are going about developing their position in different ways. AGY is a little unorthodox but looks to be playing out fine. We will know for sure over the next 12 months.
Li-related News/Articles/Reports, page-650
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