General Discussion AGY, page-20782

Great post.

Shuts up anyone trying to lean back on the "comparison" excuse. It really is night and day between AGY's communication style and the more competently-run companies - in the case of your example, Orocobre - whether this lack of transparency is intentional or the result of the lack of experience, that's up to the individual to decide. IMO it's both, but also lean more towards the former, as details in the announcements being omitted is not an accident. Neither is missing an update when things aren't going to plan.

It's also concerning (and validates the point above) that something as basic as the specific grade will not be disclosed to you after email enquiry. Did the grades really fall that much to not be willing to disclose them to a shareholder after omitting them from the announcement? Thanks for sharing this, @Rob826

"Is it really too much to ask for a quarterly from AGY that is as clear, accurate and transparent as this? Instead AGY provide updates that are frequently misinterpreted by holders due to being full of semantics, likely designed to distract from the lack of notable progress."

This is said perfectly. It leaves more questions than answers. AGY's management need to read Orocobre's updates during that time and learn how to present relevant, concise and transparent updates to their shareholders. Some homework for JZ.

I've read that Orocobre screenshot multiple times from your post. I love how the update was presented to their shareholders. Every question you could think of is answered in full detail, full transparency and you can genuinely see the company had a plan in place for deliverables.