AGY argosy minerals limited

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Ann: Quarterly Activities Report - June 2021, page-75

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31/07/21

23:58

Post #: 54934366
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Originally posted by Maradona1111: ↑

With no expertise to make a specific BG LCE product for an end customer.....yet....
Good chance the lithium boom will be over when that other company produces a test tube full of anything.

Calling it now....most of these other companies with large resources but no technical knowhow on producing a specific BG quality product for a customer at large scale (bigger than a test tube), will most likely be taken over.
I can see other companies wanting to use AGY's technical expertise to turn their brine into an end product, when they realise that only having a big resource is one piece of the puzzle.
I'd choose Pablo over unproven DLE or any other gimmick right now.

If I was a new investor looking to invest in the incoming lithium boom I'd choose a Company that can actually produce a battery spec product at scale and one that has sold product. Yeah the resource isn't as big as the others 'right now' but it will increase when needed...Right now there is enough resource to last for many years anyway.

Be confident in your own investment like we are here. Coming to potential competitors threads to show how better your Company resource etc is doesn't exactly instill confidence in said Company.

And Topstock the google chemical engineer, I believe Pablo knows the flow rates etc up to 12000t/pa. When people come on here to question a guy that has produced tonnes of BG quality product, sold it to a customer, it's whack.
For the last 4 yrs I have seen people come on here saying the resource is crap quality, magnesium to high, noone will ever produce anything from the Salar, yada yada, he proved them wrong wouldnt you say?
Even some social media so called lithium experts said it would fail!

The FACT is, the 2000t/pa plant is being built and production will begin during 1st Qtr next financial year.
All the while 10000t/pa will be approved, Offtakes/Funding will arrive.
Oh, product will be sold and income generated not long after that.
Can someone please tell me where all these other juniors will be in a years time? Still playing with test tubes?
I suspect many holders from these other companies will jump over to the latest new lithium brine producer!!!

Please note, I have been invested on and off in some of the other brine/hard rock plays over the last few years and my only hope is that all of them succeed and the sector becomes huge!
There will not be enough supply to keep up with the demand in coming years...

Ciao4now.

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Excellent post Mara.
I cant say much to add to your discussion right now but all I will say is ---
When you build a business from the ground up or a factory that can produce the best quality product that is in high demand now and well into the "green" future then the only way is up for the business and the SP.
From any forms of measure the current SP is way undervalued and a steal at current levels.
THE BEST IS YET TO COME !
THIS IS NOT FINANCIAL ADVICE -- DYOR.

AGY Price at posting: 12.0¢ Sentiment: Buy Disclosure: Held
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