You don't seem to understand that some offtake deal that may have been signed 12 months ago, would certainly NOT have been for some predetermined $ price per tonne, and hence your comments wrt shifting prices (or worse, spot pricing) and deals potentially worsening more recently are simply nonsensical.
Keep going though, it's fascinating.
AGY Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
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