General Discussion AGY, page-5703

Wowie all...

You would think the SP dumped today to .35 based on all those negative posts!
My thoughts...
The sharemarket casino is mostly a popularity contest full of illusion and smoke and mirrors...
In general, most companies are lifestyle ones, will never make money...and will bleed the shareholder dry for yrs and yrs..been in a few of those in my time haha.

With regards to the lithium (hard rock and brine) space I think most are the real deal but some just have better marketing / spin or bigger resources.
With brine though as we know, without being able to produce a BQ Li2CO3 product for an end consumer a lot of these non binding MOU's etc will never come to fruition....Unless they will also take tech grade? That's providing all these companies get to production.
With regards to DLE, I am yet to see it being used at scale and a BG product being sold....If it is can someone please point me to this information, financials etc?
Does anyone know what a company like Lilac will charge a company to produce their product? If so please send on as my knowledge on DLE is lacking.

I do think there is room for all these companies to get to production in the next 5 yrs (so much lithium is needed) but it may be the first ones that end up becoming the most successful....and some will never crack the code and be taken over by companies that have the knowhow to produce....only time will tell and we can have that discussion in 5 yrs!

Every company is on a different path and comparing them right now is a difficult task as NONE are in production.
It's a marathon to get to the point of producing 10000tpa+. If it was a 100m sprint AGY would be coming last!

Congrats to all LKE holders, you are where I would like to see AGY at one day!!!
I do think we will get there if (when) all those boxes we have been waiting for get ticked.

A little more patience is needed but the next 6 months will truly transform AGY!

Rambling from a guy who had little sleep today...night shift sux!