Not sure if you were asking me?
I’m not too impressed by their vague reporting of product types/quantities, and surprised at their apparent lack of ability to produce more BG product..
Having said that, they are making progress with the hydroxide plant in Japan, which should see some consistent BG output.
With Toyota doing a deal a while back at $7.50 per share, I figured sub $2 last year was too cheap not to buy a few. I bought some under and around $2.
Nowhere near my AGY holding, but the risk-reward is different too.
Imo things are going to heat up so much in this sector over the next few years that anyone who can produce quality product will be making bulk coin.
Imo the biggest gains will be the juniors who actually move from development into commercial production, and AGY is the pick of the bunch imo, since the scalable chemical processing is the key challenge and key risk - which we have all but conquered!
Imo
DYOR
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