Good post. We all want it to be perfect and go up in a straight line but these things always need to be assessed.
Just to add on the extraction process to be superseded. Enirgi's process of extracting within 24 hours should not be overlooked. The process might be too uneconomical due to being very energy intensive but if it becomes viable at a commercial level of production it's probably something that AGY would need to replicate/partner with to be competitive. I brought this up with Jerko and he raised a good point that the cost will most likely be a concern over the long term if the LCE price stabilises from increased supply.
Something to keep in mind I guess...
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