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Benign Banter & Price Predictions, page-3513

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rjohnson1234

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03/12/17

21:11

Post #: 29332076
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Originally posted by rjohnson1234 ↑

The more I think and read the more I think our future is closer to home rather than ql direction. I think we may be better obtaining further land where we know and will have and do have established networks etc. just my two cents but I expect (and I of course have not spoken to anyone and know nothing and will not pretend otherwise ) it’s just my feeling that we might be better focusing on economies of scale sort of locally

Romolu and Frodo are clearly for stage 3 ponds as the company says. The landsize is very significant and imo will be able to provide significantly

Also we are setting up a plant at Campo Quijano. Orocobre also have a plant there. In other words you can bring together land tenements to that central facility for processing

We can add land within a good distance and use that plant still. Economies of scale

Of course I may be wrong and we may do something at ql but when we are in quite a decent “little” triangle and part of the world with a good political environment and pa and some Succession planning with his son and others I just feel we will stay closer to home with acquisitions

Off take with a serious player will be huge and add in additional land to satisfy what a serious player would want and we start to see why a serious player may sign on. If a serious player knows the same processes will be extended locally I would have thought that is more sellable to a serious player than to say deal with us here in Rincón and then off we go to ql to ply our trade. If I was a serious player I think I know what would attract my dollars and that is extend closer to home in stable democratic economies

Finally, min will be featured on 60 minutes tomorrow night and this will grow interest. Min were about one dollar in 2006/7 and are now just under 20 dollars a share. Ore was 14 cents in 2008 and is now about 5 dollars. I only raise that to show that time, management and forward planning can achieve and I fully expect to see us expand closer to home. Imo I just do not see how we could work successfully for shareholders in ql. The Chinese set up a facility copying/replicating what Pablo showed them when at fmc but he didn’t show them the most important room . I cannot see how he in particular would be trusting of the Chinese as a jv partner when as customer is hard enough. This doesn’t apply to Chinese customers who are serious players though

Time will tell
Regards

R J

Expand

I copped a lot of heat for this but it still makes sense.

Since then we have added Tincal pursuant to 14/11 and 24/11 announcements

We can continue to expand locally and have economies of scale

Finally it continues to astound me how some companies are ramped up when we have ponds been filled and a fast track pathway to bglce.

I have no basis to suggest this but I think the next 14 days will be good then consolidate again to March quarter

Regards

R J

AGY Price at posting: 22.5¢ Sentiment: Buy Disclosure: Held
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Benign Banter & Price Predictions, page-3513

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Benign Banter & Price Predictions, page-3513

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