Love the honest and candid take on the market and on the Argosy strategy from JZ. It's clear they have enough cash to hunker down for 2 years if it should come to that. They have the know-how and have already proven that they can produce the best battery quality carbonate and hydroxide with high % purity, and v low impurities - better than their peers (and Jerko says even compared against the big boys). I remain very confident in the LT future of this company - and when things turn in the Li space, AGY will out-perform their peers - no doubt.
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