AGY
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41.2% 4.8¢ argosy minerals limited

CATL are focusing on green lithium (I take that with a grain of...

  1. givemethecash
    6,172 Posts.
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    10/06/24
    14:49
    Post #: 74244888
    CATL are focusing on green lithium (I take that with a grain of salt excuse the pun) but they are making headway is recycling and are focusing on greener, less carbon intensive supplies and definitely lithium carbonate is their preferred chemistry. AGY will be a clear winner as a low cost - low carbon producer of BG lithium carbonate. Noted too is the mention of Amperex (ATL) who is 'partnered' with AGY.
    https://hotcopper.com.au/data/attachments/6234/6234687-802ae0e4a7b2227daba4a8c4d06a77a4.jpg
    https://hotcopper.com.au/data/attachments/6234/6234690-8a0d52d637e439eea6dfbf8874e609f8.jpg
    Last edited by givemethecash: 10/06/24
    AGY Price at posting: 11.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 11  Upvote
    lightbulb Created with Sketch.  Great analysis
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