NPV is shot. Current plant cannot produce to where it needs to, and there's no proof to say that it may ever. Cannot count any future earnings from 10ktpa, as all data and information we have today points to this not being constructed - mainly, no actual realistic plan has been defined to be able to raise $300+ million. The actual value of the 2k plant is debatable if it were sold for parts, but pennies on the dollar (as we've seen, $1b in working plant infrastructure is being sold off for $50m).
Updated feasibility would have helped define some costs, however has not been completed so as to not show the project is actually not economically viable without a premium lithium price - this price has been kept from us/we just don't know.
But don't let me stop you from feeling good with imaginary NPV calculations.
Side note on the OPEX - I remember ages ago someone posted an infogram that outlined the costs to produce with all the lithium companies listed (it was in a 'bubble' format on a chart). I remember AGY being shown as super high production costs, looks like the OP of that infogram was right all along.
AGY Price at posting:
3.9¢ Sentiment: Hold Disclosure: Held
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