I'd also be interested in what 40,000L actually produced. Although off-topic can you tag me if you end up sharing please?
If Lake end up producing, it won't be for years, but when they do, 12 months of scale production will be a ship load more than AGY would have produced in 5-10 years, IMO. They already have conditional offtakes for 50ktpa. Obviously these aren't binding as yet. I don't hold there anyway, just keeping track of their developments - and my comment you've quoted in regard to Lake, was directed to someone's question "why are LKE up and AGY down". It was not intended for this conversation to go any further as it's off-topic (not directed at you).
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