AGY argosy minerals limited

Ann: Li2CO3 Spot Sales Contract Executed With Korean Customer, page-120

  1. 14,791 Posts.
    lightbulb Created with Sketch. 9055
    I think there may be a “clue” in the announcement.

    It states:
    …”a Spot Sales Contract with a Korean chemical company”…

    The 20t shipment from the pilot plant was shipped to YNCC, also described as “Korean chemical company”:

    upload_2024-7-22_15-16-30.jpeg


    Could it be the same company this time?
    Entirely possible imo; arguably likely, considering the history and specific wording - I wouldn’t expect the term “chemical company” to be used if it was a company like SK On or LGES or Samsung SDI…

    LG Chem is often referred to as a “chemical company” afaict, so there's another possibility I suppose. Any others come to mind?

    Just speculation of course, but more interesting imo that some of the chatter around here of late!

    DYOR
 
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