Management missed the boat in 2018 with proving up Battery grade and made themselves look stupid in the process after talking themselves up.
Funding looked a no brainer then but 14m now and you can pick up deals. Gangfeng picking up 10% of GLN for a few million.
If we had a top tier Asset but never took the time to prove an average one.
Our asset is the relationship with Puna but they own part of us not we part of them. AGY management are supposed to provide the funding. Puna were supposed to get the plant running quickly.
Everyone missed the boat including shareholders
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