We have been sold they will be working on all projects concurrently but numbers show they are only fully funded for pocitos and Mina Teresa exploration programs. Rincon which is the star of the show has not been priced in because with no funds it's just a pipe dream.
I was probably talking to extreme raising the 25% (which wouldn't concern me personally) this is more then they need which always gives them a rainy day contingency.
What they should announce is some capex opex numbers for Rincon lab scale with critical pathways to produce LCE and a matching funding arrangement to cover this. Then the whole market will sit up and take notice.
It is good crowd on here quanta.
Quanta, what's your best email I can catch you on?
AGY Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
