yeah too risky for AGY management, they literally spent every dollar and cent building the 2kt plant which they promised to do in the last CR. Now their focus is Rincon drilling while JZ is leading Tonopah development in the background.
again maybe I have heard somewhere incorrectly, we had ponds for 2kt plant years ago? With recent build of those massive ponds, are those not for the next plant expansion 10-12kt? Pretty sure as soon as 2kt plant is fully online, we can produce at 2kt annual rate, no need to wait for ponds to dry out because been doing that for years. Apply that logic, in 2 years when 10-12kt plant is online no need to wait ponds to dry out which has been built in the last year and half? Not sure the size of ponds need to be for 2kt or 10-12kt or 24kt plant.
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