General Discussion AGY, page-23454

No. But this post from you is a demonstration that you have missed the point.

Your claim is that the 2,000TPA plant is not viable at current lithium prices (which shows extraordinary incompetence from the company since the current price is still above the price at the time they obtained funding to build it!).

So, I ask you, what price you think would be required to make a 10,000TPA plant viable.

The point is, if you are so sure that a 2,000TPA plant is not viable, it's insane to try to build a larger plant based on the same design, even if it works. At best you are looking at something very marginal. It's not like you're going to double efficiency.

If the commodity price was permanently static, and the plant was almost viable (which would require it to actually work), then sure, building a larger version might make sense. We've already seen AGY repeatedly have to say that its previous claims of efficiency were wrong (they said the 500TPA plant would be used to generate revenue, the 2,000TPA plant was supposed to be a commercial plant at lower than current commodity prices, now they say it's not worth pursuing, using commodity price as an excuse!!!).

However you slice it, AGY is absolutely toast. The excuses make no sense. Even if someone was stupid enough to fund the 10,000TPA plant, it would dilute holders to flup, crash the share prices, and even if hypothetically it worked without delays and problems (which you've kept telling us are inevitable and to be expected), by the company's own claims the profit would be marginal.

It's fascinating watching the bizarre attempts at mental gymnastics, which turn out as uncontrolled spasmic motions on the floor. You're never going to be able to make sense making a blatantly insane case for the impossible.