Wow! Fantastic post.Any body wanting to get up to speed quickly...

Wow! Fantastic post.
Any body wanting to get up to speed quickly on battery minerals and the supply issue, financing issue (a big disconnect) and wanting to frame a long term strategy investing in battery minerals - this is a great primer.

In particular, it puts perspective into why AGY has yet to sign an OT partner and investor, but encouragingly they will - and when they do - it will be a lucrative, and strong long term relationship.

A key takeaway is just how poorly the capital markets understand battery minerals and what is going on, and how "something has to give" because the demand is ramping-up and the supply isn't. You might be thinking "yeah, yeah they've been saying that for years." - they've been saying it for years because it's true and its only getting worse (or better for investors).

Watch the video.