General Discussion AGY, page-11385

What an exciting time to be an AGY holder! Even more special to those who endured the rollercoaster rides since late 2017. You showed true devotion to a company, perhaps breaking one of the most important rules in trading in doing so, in following the brilliant narrative behind this company, not just the facts and figures.

I recall my heart sinking when I saw the first image of the 'very ordinary' AGY shed that was to be turned into the stage 1 plant. There was talk of a similar ‘speccie’ plant photo with ice cream machines in there to make it look authentic (not AGY's plant - another!). Then the ‘Chinese contract’ which Jerko (thankfully) walked away from, a ‘donkey incident’, an insufficient gas connection, the COVID slowdown, the change in government in Argentina, and other issues. Most rational investors would have walked away, and many have. But through it all, AGY continued to progress in its own unique style and has found itself at just the right moment in history, and the tail winds are only getting stronger, filling Argosy's sails.

AGY always lacked the cash to expedite its plans, however this may be a blessing in disguise, as it has enabled Pablo and his protégé time to refine what must be an incredibly difficult chemical process. I am stunned that ‘Pab’s has been able to turn out a tonne of 99.7% product from a plant while the formwork is still curing, paintwork barely dry. Galaxy and Orocobre took years to do this, and Rio Tinto told Joe Lowry they don’t expect to be at name plate this decade. If we can be at or near nameplate by this December, I will be gob-smacked. But if anyone can do it, Pablo can. What a great year it should be.

Cheers, please do your own research (and then do some more) and GLTAH.

Dutch.