Put it this way, if I was funding a company because of the size of their brine resource and not worrying about the ability of them to actually produce BG I would be extremely worried and wonder whether I’ve done enough DD because it is abundantly clear to make BG qualified lithium at scale is incredibly hard. Only 5 other companies and now AGY can do it - what do you think about that? A very select few indeed.
Rio - Why didn't they opt for AGY?, page-24
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