AGY could've put a bit more effort in the pilot plant and had it at nameplate production when li2co3 was 600.000 CNY and sell on the spot. That would've brought in more money than current 2ktpa plant in full production with the lithium prices right now. Let that sink in...
Also might have identified/solved filtration issues earlier.
But alas, in hindsight we all know what we should've done...
AGY Price at posting:
9.1¢ Sentiment: None Disclosure: Held
