JL’s latest podcast is well worth a listen. Interesting to hear some commentary around brine producing in Argentina (that’s what the whole podcast is about). Reference is made a number of times to the difficulty in the chemistry and process. Listen to the commentary around the 0.5% and what’s contained...this is what the cathode manufacturers look at. IMO I think AGY would want the 99.5% composition to be spot on hence commentary in announcements around importance of deleterious elements and metallic impurities being removed. IMO we are on track to crack this...This is where the value lies. The thing that got me into AGY and their brine and PA’s experience rather than others and hard rock was AGY’s potential to make BG LCE... from AGY straight to battery or cathode manufacturer. From everything I have read and listened to it really is a difficult process and that’s what makes this stock so valuable IMO. It also explains the delays IMO. Can’t wait for what I am pretty confident will be good news to come over the next month. http://lithiumpodcast.com/podcast/e11-lithium-family-values-in-argentina/
JL’s latest podcast is well worth a listen. Interesting to hear...
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