Patience is needed as it's not going to move much IMO until confirmation that AGY can indeed build a plant that produces battery grade in commercial quantities. Clearly there were some delays/difficulties with the commissioning works. I sense the last announcement made progress there to moving more towards 'steady-state' operations. Good to see the sector fundamentals improving with increase EV demand and carbonate prices and hopefully the global macro situation at least stays neutral. AGY is like a fully wound spring just waiting for the trigger of a few key company level announcements and then it should run well with the improving sector sentiment.
AGY Price at posting:
46.3¢ Sentiment: Buy Disclosure: Held
