AJM will be producing approx 25kt of LCE by early next year and they are capped at just over $200m vs ORE's $750m. I think ORE is overvalued. If not there are plenty of ASX juniors and pre-production stocks with a lot of catching up to do.
Agree AGY is probably cheap but it could be another 2 years before they get to stage 3 completion (defined as carbonate produced on that scale)? It's probably not going to 10 bag over night. Allowing for some dilution etc etc it might get there in 2-3 years though.
