Benign Banter & Price Predictions, page-5825

Additional land purchases
Will definitely add value, but more so after the primary resource is verified.

Confirmation of 77.5% ownership with Puna JV
Will add value, but not so much because this is expected.

Off take discussions
Definitely add value; and if it includes strategic investment aimed at dramatically increasing output capacity, even more so. The credibility of the strategic partner is also very important. A quality brand (like Toyota, VW, Bosch, etc. would be worth heaps).

OT deal
Definite booster.

Confirmation that AGY can produce BG LiCarbonate
Very important. There are some doubters out there and it's all about "prove your process works". There are lingering doubts about Magnesium levels.

JORC
JORC is a pre-requirement before many funds/investment advisors (who invest in spec stocks) can buy or recommend.

Plus JORC is akey input to independently verifying potential revenues (essential for estimating future values).

What we want in the JORC report is a comprehensive assessment of the size, quality and flow rates that the resource can produce.

Size - how much total lithium can it produce over the life of the resource (and it is is self-replenishing then say so).

Quality - chemical composition - how much Lithium per litre/ how much other crap (e.g. Mg) that needs to be dealt with.

Flow rates
Can the aquifers deliver enough brine before sucking air to fill the ponds at the required rate to feed the planned annual output? It's not just a matter of building more ponds to increase annual output, the perfusion rate through the geological structure has to be fast enough to keep-up with the pumps.

At some point, AGY will release a complete 'bankable' financial feasibility that will calculate revenue potential based on resource, pond area, evap rates, plant throughput, cost for production, and market price.

IMO
DYOR