Our progress update only increases our credentials IMHO.
It shows how challenging it is, even with the A Team at the wheel, to build a facility capable of producing battery grade product. This reinforces the thesis of a higher lithium price for longer.
At least AGY give monthly updates on their project. Imagine how other cos. updates would read if they were forced to give monthly notifications... something like this:
Marketing, sweet talk and ppt. slides: 100%
Design: 2%
Earthworks: 1%
Construction: 0.5%
Commissioning: 0%
AGY looks like a much better option IMHO. Making the most of these opportunities to build a larger position.
DYOR IMO
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