What would you do as CEO? personally I'd be ruthless with a fully funded debt free 2k operation for a critical commodity in deficit. If not for needy shareholders I'd float it in Asia and sell in transit on spot!
There are currently no OPEC style restraints on our offtakes, the deal Jerko delivers will be testament to his ability to negotiate in uncharted waters at extraordinary prices. He acts in his own interests as he does ours, we need to trust both Jerko and Pablo right now.
100% Doctor, the longer this draws out the better, its all about the business. My guess is spot prices will have to rise and promises will have to be broken. The demand will be untenable and demand insatiable.
AGY Price at posting:
43.5¢ Sentiment: Buy Disclosure: Held
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