General Discussion AGY, page-79

If you DYOR you will recognise that there is no praying required - there may have been a need for that in early 2018 when we were attempting to sort out our process to deliver BG, but that was done and dusted in that same year.

Imo the market doesn’t quite (yet) appreciate how significant it is that we are producing BG with plant/equipment/processes that are at a scale already that massively de-risks commercial production.
This is very very different to others who have demonstrated production at lab-scale, or even had external parties demonstrate technical feasibility of making BG from their brine. Imo most people don’t appreciate the key differences here, wrt to what AGY has achieved.

Remember all the claims about whiz-bang new batteries and 5-minute charge times and doubling energy density etc etc? Similarly, they are “on the bench” and have a LONG way to go to reach commercial viability afaict.
Imo many other new brine entrants will stumble over the many hurdles they need to cross on the way to actually demonstrating commercial-scale viability, and afaict they are a long way out, despite their claims.

The market has little experience to go by - how many new producers have there been “lately” in this space? Virtually none. The baseline is missing.
Imo we will get much more attention as the others struggle and stall and some fail.
..and our fast-track strategy of going straight to industrial-scale pilot plant will finally be understood for what it was - a bloody great strategy, imo.

Just food for thought.

Imo
DYOR