AGY will gradually claw it's way towards a $1.5B company once production is steady. ($2B if the punters get carried away as they do, so it's anyone's guess!) Going by their announcements quality isn't the issue it will be quantity unlike ORE (AKE) which was lacking quality until a couple of years ago. (They are our only peer on the ASX and were only able to produce industrial grade for several years). AGY are doing BG from the get go. PABLO is an artist one might think (you can't rush an artist haha) and the commissioning is slow going because their business model seems to be all about quality and so far it's 25 tonnes of BG stored on the shelf. Look forward to this on a weekly basis! As for PLS there is no comparison. They just crush rock and produce a slurry which is 6% - ours is 99% and more
