General Discussion AGY, page-12927

"Data is largely incorrect as pointed out by many replies on the bird."

Can you please provide me with a list of the incorrect data and I'll make sure I fix it?

I have had a number of people claim that the data is incorrect. I have investigated every claim and they have all turned out to be false (they are usually just misunderstandings - e.g. Total Resources vs M&I Resources). Also, you might be referring to things like AVZ shareholders saying that they have 75% ownership of their asset when they have actually sold off 24% to Cath. It's true that the transaction is yet to complete but this chart (and everything I do including NPV analysis) is forward looking in that respect, as is the market.

If you can't provide me with a list of incorrect data (and it must be pretty easy for you as you said the data is "largely incorrect”), then | can only conclude that you are ramping AGY by ignoring facts. I absolutely agree that getting to BG production is a mammoth effort and really f$#ken hard - this chart does not attempt to capture that part of the equation. However, you can't discount the resource completely and say that it means nothing - BG might be difficult but it's categorically impossible without a resource (or a depleted resource) - and is made orders of magnitude harder without the right resource. The size and quality of the resource are the foundations upon which the company's profitability is based and will have a major impact on what is possible in the future. Notwithstanding the fact that some people just manage to achieve more with less - and yes you can still f&%k up the world's best resource.

I look forward to your long list of errors for me to resolve - it will only help to improve the chart.