Its pretty evident that it wouldn't be finalised without the 10k expansion being signed off.. Imo its all ready to go and waiting on that important piece of paperwork. Even at Crapyls Capping at 200 000 yaun @12000tpa we will still be many multiples of current sp although with our esg credentials and a Tier 1 from North asia-Europe & we could command a premium to that I'd expect especially as oem's are still scrambling to secure long term supply in tightening environment. It shouldn't supprise anyone that China would move to create a price platform that would keep it cheaper than the rest of market. Its literally why they are a global powerhouse in supply chains in just about everything.
Atleast Agy has proven process and debt free production plant at final stages of fine tuning..
No other Brine Junior has that..or is likely to any time soon imo.
We are still on the winner just the tr.ck conditions changed a bit.
Tight lines
AGY Price at posting:
40.0¢ Sentiment: Buy Disclosure: Held
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