General Discussion AGY, page-12903

LMAO
More uneducated nonsense about “resource size” defining value !!!


How about some perspective from someone who has lived and breathed commercial Li brine processing for years and years…and years….and years:


“Early days he said ‘Jerko, it’s not about finding the resource in this game, it’s about getting the chemical processing right’.

“It not easy. Many others have been there and tried it; big companies with big resources and big bank balances that still couldn’t pull it off.

“Pablo is a guy who has been there and done that for 15 years at FMC. We are very confident that our strategy is the best way to go.”


Inexperienced cowboys chasing the “current thing” with shiny brine resources and “impressive” purity results from tiny lab samples can dream all they like about commercial production…. The proof is in the product. AGY has the product. From a commercial plant. This is what others dream of and they try to convince the market is “easy”. LOL
The harsh reality is that it is difficult, and real experience and expertise in this specific industry is like hen’s teeth.
There’s a good reason there’s only been ONE new Li brine producer in the west in the last 20 years or so, afaik.


Fooled by “resource comparisons” and ignoring the absolute priority - actually having a viable Li brine processing solution to monetise the resource.
This isn’t gold mining; brine resources have vastly different characteristics. Do more research!!
LOL!

Stick around to 25ktpa; it’ll be fun!
xx