Ann: Qianyun Placement and Offtake Agreements Update, page-247

Before anyone let the comments on these threads affect your decision making tomorrow (buy or sell)
I'd like to summarise the situation here and give my 2c worth.

Firstly regarding all the first time posters here (mostly negative on AGY)
Trust me. These are the same people that want to be in AGY.
So no matter how negative they seem, they are as positive as anyone about the prospects of AGY.

NO ONE will spend time this late posting comments on HC if they don't want to buy! They just want to buy at a lower sp.
(And don't reply me saying "I do want to buy, but agy is not worthy of the current price")
Well if you don't think it will climb back up and making you a profit, you WONT be here reading this!

Now there's a lot of talk of the SIs (maybe) wanting to use legal means to pull out if the sp tanks abit tomorrow.

The DIFFERENCE with SI and retail holder is SI get access to wholesale and other opportunities whereas retail holders don't.

BUT at the same time. SIs DONT get the PROTECTION legally the same way retailers get!

The whole point of being an SI is you are SMART enough to TAKE CARE of your OWN investment decisions!
As soon as you become an SI you WAIVE the regular protection offered to you like if you're a retail investor.

Unless AGY has acted unlawfully which I highly doubt.
Incase if you haven't noticed. ( management are not stupid)

Now to the fundamentals.
What has changed??? Nothing!

-S1 and S2 fully funded and constructing according to plan

-S1 production increased to 500tpa from 150tpa

-S2 capacity still to be announced RIGHT AFTER completion of Funding (which is THIS WEEK) (based on S1, highly likely to increase)

-Possible S3 planing and guidelines

-JORC resource Dec

-March quarter battery grade LCE production on schedule.

Oh yea. The offtake part.

Put it this way.

EVEN if qq stayed on, let's throw in a couple more offtakes for argument sake.
Will it mean anything if AGY don't meet its targets with production in the march quarter 2018??

Vise versa, even if without QQs offtake. If AGY SUCCESSFULLY produces Battery grade LCE on time, on schedule. Do you think in this environment they can't found customers???

When you invest in a company like AGY, PLS, KDR, TAW. You are NOT buying their existing revenue stream!!! There is NONE.

You are BUYING what they COULD BE producing!!

Ask yourself this.

Has AGYs ABILITY to PRODUCE according to expectations changed because of an increase or decrease in a possible off take?

Of cause the above is all in my opinion.