I think this is actually a fair explanation...
What's presented here confirms:
a - we are still on the right path with the right tools and resources (barring a delay in GAS)
b - de risking has now occurred, BG LCE might not be confirmed but IG is still very much economical and profitable for AGY to work with.
I am expecting a green day today on this alone.
GLTA IMO
Ann: Clarification Announcement, page-8
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