General Discussion AGY, page-20698

Whilst we are technically a producer Poohbear we certainly haven't proven scalability to date, which is likely why outside of lithium pricing effects we arn't receiving any love from the market.
It actually makes me wonder- worry about how we secure funding. When as yet we can't yet prove a production cost per ton that would be viable to consider funding an expansion.
The company notes pricing may currently affect their ability to secure funding- puts us in a real predicament if spot stays low for longer and doesn't bounce much.

I worry that even if we get approvals imminently we will take upto another 12 months to ramp production enough to prove viability or metrics that will support funding- in that time needing to CR just to keep lights on. Selling 12 months worth of stockpiled 60t BG isn't going to do the trick.
Given it's Feb, if that plant does take another 6+months to ramp enough to prove viable scale and we can manage to secure ot and funding and avoid a CR there won't be much expansion getting done this year...
In all the years I've been on Agy im the least optimistic & most concerned I have been with it being successful. Hopefully Pablo-Puna can get it together because that plant is were we make the big time or fail. Which in Jz's defense is out of his ability to control.
Anyway I've been on here to much of late, 3 weeks in a leg brace drive anyone crazy. Perspective is always key.
Tight lines.
Nuff