Congrats to ASN, huge milestone and achievement.
They're expecting to produce ~10ktpa battery grade carbonate by 2027, with 4ktpa of that locked up by LG. Will be interesting to see which other parties they deal with for the remaining 6ktpa.
So much for AGY being "fast tracked" lol
I held 350k shares of ASN back in 2017, wish I still had them! They'll be another interesting story to follow moving forward.
I wonder if JZ is paying attention. Does this mean LG are off the table I wonder? I believe it was never them anyway, as the company had already name dropped a different SK company which it will likely be - I would have to dig up the announcement.
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