Not really sure what to think of where things are. Timelines have definitely shifted further and further back in 2018....
we dont even get updates on whats been happening on the ground in Arg? Surely development works is still ongoing, they cant all be sitting round waiting for OT to happen? because what in the event one doesnt happen, surely they will want to sell product at spot prices to make money till another OT being to develop? what are the contingencies? i remember JZ saying somewhere that "we will sell on spot market regardless to keep AGY moving forward"..... How much feed stock have we got stored in the warehouse, we must have tonnes of the stuff right? The elephant in the room is can AGY make money on their product. at this stage this is a major vacuum and PEA has been mentioned as being "imminent" since Jan....?! I even remember Alex in a twitter post of his way back in feb/mar saying in a rebuttable to a question "all will be revealed in the PEA"....sooooooo where is it.....JZ is presenting/panel discussion whatever from today, either something new to show or its just rehashing same stuff.
Im sticking round (19months and counting) but its getting harder to stick around if u get what i mean....
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Price($) | Vol. | No. |
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