Dont get fooled by Hype, page-38

I totally get the SP movement today and 100T doesnt sound like a lot, but its actually not that much less than 500T (which was the maximum we hoped to get). Whether the deal is $5 million or $1 million, its not about the money. Neither of those amounts make much of a difference to AGY as we need ~150 million to get stage 3 up and running. The actual agreement to me is the key here. We have a serious company seriously interested and that could well lead to stage 3 funding and will likely lead to an increased offtake agreement. All speculation but to me it seems like traders were expecting the offtake agreement to cover the 150M which was never going to be the case. Great result but just my opinion so please DYOR.