Ann: Quarterly Cashflow Report - June 2023, page-49

Rob please calm down mate, you're all over the place. You can't complain that we have no customers, and then complain when I callout the fact that that they're not needed. You're right, you didn't say they are required. So what's you're argument? That it'd be better if we have a signed contract with a customer paying $1 million per tonne? Yes, that would be great! But that's not reality. What is reality, is that we're in a position to get the best deal possible, because we hold all the cards. And by doing that, we don't jump at every offer that potential offtake partners put on the table. Because the entity, the 'self', has funded production of a 2ktpa plant.

I really enjoy these conversations, and I appreciate your effort to contribute to the discussion. If you can just calm down and think your argument out a bit better before putting it forward, I think we'll be able to show the people just why we invested in AGY in the first place!