Ann: Rincon 2,000tpa Li2CO3 Operations Update, page-9

Would agree with you there. With be something I keep an eye out on the next few updates.
We definitely do want steady state, but we really need the plant to be at full capacity, which is 167 tonnes per month.
They mentioned ramp up and steady state will be done by the end of Q2 Will be interesting to see what tonnage, their goal is.

AGY for me is still a no brainer. I am however, one that believes that until we get the 2k plant fully operational, the 10k permit and off takes won't arrive and we all know that is going to be the golden ticket for a re-rate.