General Discussion AGY, page-20285

Afaict if we can get to some decent level of production, say 1500tpa, even if that is circa mid year or a bit later, then we should be able to keep the lights on indefinitely, even if we are forced to sell “at cost”, and presuming that “at cost” might be circa $10k/t …or perhaps even a bit more (say $15k/t?) for this “low” output.
In the meantime, some captial might be required, but afaict this would be minimal and have a minor dilutionary effect on current holders.

On the other hand, some (perhaps including whoever the preferred strategic partner is) may consider the current climate to NOT be a hindrance to funding and commencing expansion, since it will take multiple years to get that expansion constructed and producing anyway!!?? The partner should have their eyes on the longer-term game, and I’m sure they do.


imo
Dyor