General Discussion AGY, page-932

no off takes for GLN so far, Ganfeng took a 10% stake a while ago and I’m sure they are very happy with investment. I’m sure there is more to come over there.

Galan is my second largest investment after AGY. Patience is a virtue in the mining/chemical business.

Im not offering any advice to anybody but to hang up your shirt on AGY now would IMHO be foolish.

Completely undervalued but still awaiting that final punch that pushes us up to the fair levels some of our peers are experiencing now.

Most just dismiss the fact that Pablo has had extraordinary results from this apparently low class dog, high impurities, low lithium count, small reserve.

What many fail to include in their assessments is the potential AGY has as a chemical company, the IP is outstanding, imagine what JP could do with other higher grade resources struggling to reach battery goals grade.

Then have a look at some of the other low grade companies that have hedged everything on DLA, I’m yet to see any significant results of the several processes in the works, or have yet to have seen any price appreciation in the companies promoting this process.

Im sure they will get there but at what cost? AGY have a proven process and at around US$4500 a ton it will be very equitable at US$17,009-25,00o a ton.’

Never sweat the small shit, always look at the bigger picture. AGY are getting the job done, it’s fantastic they give us monthly updates on work completed.

Has definitely been a long and at times challenging hold but happy to say I’ve never sold a share in this stock. Look at the lithium market now, it’s going bonkers at least two years earlier than any analysts predicted. The EV penetration in the EU has eclipsed all expectations.

I see green days ahead. Wish all well and all need to make their own decisions.