General Discussion AGY, page-17178

Mate, there’s a couple of things I don’t agree with in your opinion. Firstly, the contract price out of Japan and South Korea is around $62-64k tonne. There is no reason to be pessimistic and think we’re looking at getting paid at the spot price out of China which is highly manipulated and unreliable. Puna is stockpiling product made for our OT partner. Secondly, with issues like CXO not delivering spod for Tesla and other producers such as LTR yet to even finish construction and commission their plants I still see a huge lithium deficit and the key lithium experts say exactly this. AGY is in a unique position and whether or not missed timelines or a lack of patience of holders has affected the SP, I still maintain the JORC upgrade, the 2ktpa plant making name plate, 10ktpa environmental approval, and OT agreement will send us well over $1 from here when they arrive.