Perspective, page-8

IP is key.
people are forgetting the significance of hydroxide to the equation.
Don't think Pablo just picked up a text book over Xmas and decided to test some theories.
He knew exactly what he could do when he started this whole journey with AGY.
The good news for holders is that his ability to deliver multiple products opens the marketplace up more than most other companies out there (from the few that can produce BG anyway)
AGY is one track to become a force to be reckoned with as we move into the age of electrification...