Hey mate,
On
@Busted's point, I think he's a pretty measured and respectful bloke, so I was actually planning to leave it alone for a couple of days so he could have a breather. Then of course I saw I was the topic of discussion today, say I waited a while to see what happened. Unsurprisingly, neither
@Busted or anyone else who usually call for "calm on the threads" asked them to give it a rest. So the truth is no-one's concerned about the noise, as long as it aligns with their optimistic views. So I'm not going to bother taking it easy on the threads if those trying to moderate the volume of my posts are unwilling to do the same for others trying to stir the pot.
As far as the December update goes, you've misunderstood me mate. I didn't declare the update factually incorrect, I declared
@ellroy80 factually incorrect. He stated that everything was waiting on Romy signing off the approval, and we know that wasn't the case because more hydrogeological observations were submitted after his post. I have no problem with the AGY release, my issue is being called out for posting factually incorrect information by someone who can't stick to the facts himself.
Thanks for the link though. The access to infrastructure, particularly the Altiplano Solar Park, is actually one of my favourite things about AGY. Some underestimate the importance of ESG credentials, but honestly in today's corporate world I think it's critical. With solar power and traditional evap ponds, I think it puts Rincon far ahead of spod and DLE operations who each have huge energy requirements.
Sorry for the counterpunch, so as requested, here's some news about Albermarle reducing their 2030 demand forecast that could possibly explain the US not doing so well last night.
https://www.msn.com/en-us/money/markets/top-lithium-producer-cuts-2030-demand-forecast-on-slower-ev-adoption-ft/ar-BB1itL1X
(20min delay)