Iggy Tan and LU7 provide a realistic benchmark for the value of lithium processing IP. While Iggy played a key role in developing the Jiangsu plant, he departed before its ramp-up challenges were resolved—making his impact comparable to what Pablo and JZ have achieved so far. Now, he’s leveraging his "IP" to advance a lithium carbonate plant in Becancour, Quebec, through LU7. Despite his expertise and a team of ex-GXY and Greenbushes veterans, LU7's market cap sits at just $5.9 million.
This highlights the stark contrast between AGY shareholders' perceived value of lithium processing IP and the market's reality.
AGY Price at posting:
2.7¢ Sentiment: None Disclosure: Not Held
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