AGY - Scaling up

Hey guys,

Saw this from a chemical engineer and thought I would ask what you guys think about this here:

"The management is good at AGY. Hard to scale resource though, the quality is low. The number of transfer ponds, halite ponds, sylvinite ponds and carnallite ponds will have to be immense, both in size and quantity, to compensate for the low lithium concentration when you go above 10,000t/pa.

This diagram explains the process - to scale AGY past 10,000t/pa will be an item of massive capital expenditure for all that ponds compensating for the low lithium concentration:



It's easy to get samples out - different story to scale with low resource quality. I would love to see their DFS. Getting finance without DFS is super rare from a chemical specialty mine"

Just asking the question guys - would love to hear you feedback.