Ann: Quarterly Cashflow Report - June 2023, page-52

Cool as a cucumber bud, you're actually giving me quite the laugh. First of all, it's interesting that you claim to enjoy these conversations, yet this is only your 13th post on HotCopper. You've got a very similar style to a couple of other high-volume rampers, so my spidey senses tell me your a burner account for one of the rampers who claims to have me on ignore. Either way, I'm down for a chat.

Once again you're rolling out a straw man argument and trying to put words in my mouth. I didn't "complain" that we don't have any customers in this thread. I just stated that we don't yet have a customer, and that's a fact. I've also pointed out that the market (and many here) expected this and other milestones to be ticked off by late last year. They weren't, so the share price is being punished accordingly.

You state that "AGY holds all the cards". How do you figure that? Potential customers and strategic partners are well aware that spot pricing fell off a cliff in the last six months, and contracts are usually tied to market pricing in some way. They're also well aware that without income, AGY will burn through cash as it ramps production, and therefore needs a capital injection (through sales, debt, strategic investment or CR) within the next 9 months to continue as a viable entity. But yeah, AGY holds all the cards.......

I'm glad that you're enjoying our conversation. I'd just suggest coming up with some better material, as the multiple "calm down" posts are a pretty weak baiting effort. Come on, you can do better than that, surely?