China Talks, page-322

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MarketingMan

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11/12/17

14:15

Post #: 29537966
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Originally posted by billyen ↑

Bumping this thread as I now thinks it's relevant again.

I'm re-posting AGY's tweet from late last night. I don't think everyone is fully understanding how big a statement this is for AGY mgmt. to say publicly...to get off a plane last week from China and a few days later get back on one.

Something has happened!

As most of us who've spoken or made contact with Jerko. He's a tad bit frugal. He doesn't like to spend money. I personally think he dis-likes these long trips. I don't think he enjoys being away that much from his family either. These are massive 8-9hr flights then interconnects to where every else he's going in China.

I wasn't sure what to make of last weeks trip. Was it just a meet and greet with a few companies? Was is a dud? Were seeds planted for March? Was a deal signed?

Going back after ONLY a few days means someone said we need to make a deal and it's worth you coming back NOW.
Again, if investors use simple common sense and think about the above...why would AGY mgmt. fly half way around the world AGAIN in !

Jerko could have said we just got back, we can catch up in the new year. If it's a offer/deal let's talk about it over the phone. Traveling back so soon JUST for a "Who's AGY and what are you guys about" would make AGY seems desperate. Anyone, who's spoken to Jerko the past 12 months know Jerko isn't that.

To add...I also think whoever they are going to meet is NEW from last weeks meetings. Or one of the top 5 EV/lithium buyers who want supply locked up. They EVEN say it in the tweet!

Here's the tweet again. Read AGYs own words...

They state AGY WILL determine best partner. That screams confidence!
I'd also guess there could be a Japanese/China bidding war going on. AGY even hint to this.

IF my Energi/Rincon theory holds. AGY we be producing 20-50,000 tones in 2-3 years. The price of LCE is so high now the CAPEX is a small investment for securing supply.

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I like the way you are reading the tea leaves; good sleuthing.
I agree with your interpretation.
Just hope they don't announce it before I can find more dosh to increase my holdings.
Figuring that they go to China, negotiate, draft a heads of agreement, lawyers at 40 paces and then enter into DD (do they need a DD for an off-take agreement?). Probably announce just in time to wrap it up for Christmas (they'll be checking it twice).
IMO
DYOR

AGY Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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China Talks, page-322

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