The key takeaway here, imo, is that this provides some clarity on the very real struggle that other juniors will have if they ever get a plant built.
Think about how they are going to work through the fine detail and tweaking, likely without someone who has lived and breathed this process for years.
It should be an eye-opener to other companies and their investors, but alas I suspect most of them think you just turn the switch and hit the ramp-up button.
Who else could be doing this better and quicker than our team? No-one afaik.
I can only shake my head when I read some of the nonsense out there e.g LKE claiming in Apr last year: “2024 production; 50,000tpa rate”, when they are still yet to submit their EIA, get approvals, funding etc etc…. many investors get stung by the unrealistic hype; with few precedents etc to enable a reality check.
Anyway, we continue to tick boxes and still have a massive year ahead!
imo
Dyor
AGY Price at posting:
72.3¢ Sentiment: Buy Disclosure: Held
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