As far as I remember, Jerko has been referring to the CIF North...

As far as I remember, Jerko has been referring to the CIF North Asia, not the Chinese spot prices, so this seems to be not that bad. Bad it is nevertheless since Chinese spot prices do affect lithium stock sentiment in general.
Since we have no clarity for how much and to whom we will be selling the lithium to, I'm afraid this will go down now until some news (permit & funding+off take) comes out.

Also if there isn't a substantial increase in monthly production by the end of July; (now doing 2-4 tonnes per month since February, we're stagnant when only looking to the numbers...), I'm afraid the market won't like it either, since we're supposed to be in continuous operation after everything was tweaked to achieve good grades.

Something is cooking in Salta provincial government. It's taking them too long to approve that permit. We did get a permit for 2k, other companies are getting their permits so one wonders what's the hold up... It's a pity as I get a gut feeling that by delaying this permit time and again, it diminishes our window of opportunity to get a deal under favorableconditions. And make no mistake, investor sentiment is shite, money is tight. I'm holding futura medical which is a viagra alternative and started selling recently. Their share price is going sideways, slightly up but not a rerate. Also gratomic, a graphite company just went into production and their share price is at its lowest despite their future looking bright, no rerate for now. Not to mention ASTS which got a proven satelite working to directly connect 4g phone to, but price is at its lowest and I'm afraid will go down even more due to money requirements. That's why I'm expecting AGY to move sideways slightly up with good news, and down with no news or bad news, 80c seems out of the question for (but please prove me wrong...). Those stocks I just mentioned would been multi baggers a year and a half ago with the news that has been shared, it's just overall sentiment. Still holding my AGY for now though, but disappointed with Jerko, more communication why things are going the way they go, e.g. a on-site video (what gratomic just did) woulde been nice. We're kept a bit in the dark like mushrooms.