Pricing AGY, page-196

For those not closely following GXY, here’s some relevant information regarding the market, following a recent podcast interview with their CEO:

“He actually said, talking about offtakes: "We have probably 10 customers who approached us. A number of them said they will take the entire product from Stage1".


Well well, it sure looks like people are chasing supply, and imo when we have a much clearer (de-risked) pathway to 10ktpa, we’ll have similar interest. There is no reason why not, afaict.
We’re still a little fish. GXY is a bigger fish, with circa $300M in the bank.
We simply have to chip away, get our 2ktpa plant going and and de-risk our 10ktpa... our time will come and we are well on the way now!