AGY
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4.88% 4.3¢ argosy minerals limited

Sovereign Risk, page-119

  1. seagull
    4,514 Posts.
    lightbulb Created with Sketch. 6976
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    13/08/21
    15:45
    Post #: 55272371
    That brings to mind the famous Rodney Hooper quote
    "You must only invest in a company that is going to achieve battery quality and qualified material into the EV & Battery rechargeable supply chain
    If the company you back does not achieve that qualification, the margins that can be earned on supplying into the non battery application & into the oversupply market are not there they don’t justify the investment cap"

    Which also makes me wonder why he is invested in LPI
    AGY Price at posting: 16.0¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 13  Upvote
    lightbulb Created with Sketch.  Great analysis
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