I agree with everything you have said, but you are overlooking my point. I am simply highlighting that the update itself does not demonstrate a measurable level of progress, because in your own words, they are still in commissioning. Essentially the update is another fluff piece. I don't really care as I am aware that these things take time, but releasing monthly updates with some fresh corporate jargon doesn't mean that tangible progress has been achieved. As stated above, I'll measure that by production volumes, whenever that comes.
Anyway, are your seriously going to say "no red flags" and just completely ignore the timeline again slipping from Q2 to H2 (up to a six month delay) for ramp up?
AGY Price at posting:
45.5¢ Sentiment: Buy Disclosure: Held
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