AGY
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5.00% 4.2¢ argosy minerals limited

Ann: Quarterly Cashflow Report - June 2023, page-41

  1. Rob826
    4,035 Posts.
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    31/07/23
    11:18
    Post #: 69075172
    What about Ioneer's offtake with PPES? What about Rio Tinto's offtake with Ford? Or Lake's offtakes with Hanwa and SK On? Or VUL's multiple offtakes with Renault, LG Chem and Umicore?

    There's no zero sum fallacy here. The fact is that numerous pre-production brine operations have signed offtakes with Tier-1 customers, and AGY hasn't.

    That is an irrefutable fact, no matter how you'd like to spin it.
    Last edited by Rob826: 31/07/23
    AGY Price at posting: 32.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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