I am quietly getting more positive again too now that AGY's fast track development finally happens, when the time is right. Gotta say though, how many more times will we hear "received numerous enquiries" etc. It's time to put pen to paper. Isn't there a Li shortage looming? Remember all the discussions 2 years ago about conversion capacity shortage and bottlenecks we could bypass? That seems all quiet atm.
Have to agree too, going from 8/16/3% completed https://hotcopper.com.au/threads/ann-rincon-2-000tpa-li2co3-construction-update.6014084/ of a ~$30M(?) project to 15% in one month with production slated for Q2 2022 doesn't sound like exactly fast tracked!
If they'd wonna work with Elon, they'd have to move a whole lot quicker. He builds entire factories spitting out cars in a shorter time frame!
Oh well, what's another 6/12/18 months on the AGY Tut Tut train after all the time we've waited already. Can't wait until it turns into a proper train, and ultimately maybe even a fast train. Patient holders deserve it!
Ann: Rincon 2,000tpa Li2CO3 Project Update, page-15
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