Tripped over this on the HC "IXR" thread:
https://hotcopper.com.au/threads/general-chat-discussion.5952995/page-68#post-65659540
Posted by XingChow
Interesting insights into EV inputs & what the future may hold:
Hope this is of interest, I certainly enjoyed listening.
Where might AGY be placed in this EV revolution?
-Making Battey Grade Lithium
-Planned 5 fold increase
-US Tonopath
-Technology that works
There's a plethora of Newbees joining the Lithium without the refining knowledge? Plenty of digging, few with refining capabilities.
In the 1880's Gold Rush, it was the hardware suppliers that made good regular income, perhaps AGY will emulate their success?
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