A company in the right area, at the right time, with the right people at the helm. The only problem will be how quick they can pump it (literally) out. If I was looking to secure BG LCE I just couldn't see a better placed and well priced brine play than AGY.
I can see AGY spot-selling LCE if the right players don't come to the table quick enough but I think what AGY will be looking for is for minimal dilution maximum production plant fast tracking.
I just can't see dilution being an option considering our current cash position but I CAN see plant fast tracking in the future.
General Comments & Banter, page-154
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