There’s so much dumb sh*t in your post, I barely know where to begin, but let’s dive in:
1. You’re talking about ATL’s perceptions, opinions, and intentions like you’ve got some insider info, but the reality is you have no clue. It’s all just your opinion, yet you push it as fact. Then, hilariously, you turn around and say, "You and others are assuming." Hopefully, one day you'll grasp the wretched irony of calling out others for assumptions (who clearly framed them as such) while spewing your own opinion as facts.
2. Your claim ATL is "capitalising the company to help enable supply" is yet another baseless assumption. ATL tossed in a mere US$5 million, barely covering a quarter of AGY/Puna's cash burn based on recent expenditure. Calling that "enabling supply" is laughable, especially since AGY hit care and maintenance just two months later. How’s that for enabling?
3. Comparing Toyota’s Olaroz investment to ATL’s here is ridiculous. Toyota dropped US$62 million for a 25% stake in Olaroz, back when Orocobre’s market cap was around US$200 million. Over time, Toyota pumped US$292 million into just one of Orocobre’s projects. That’s what a real strategic investment looks like—not ATL’s $5 million couch-cushion change for shares they can offload whenever they feel like it.
4. You seem to think ATL has some deep relationship with AGY. By that logic, the same should apply to SGQ, given ATL's investment there too, right? Funny how you ignored my example of GXY’s A40 investment disaster though.
5. "One step at a time"? The irony is delicious. You mock others for laughing at JZ’s flaccid 24 ktpa expansion launch, yet throw that line out like it's wisdom. Go ahead and frame that quote—maybe mail it to JZ on behalf of all the shareholders. He needs to hear "one step at a time" more than anybody.
6. LPI got bought out at a valuation AGY holders could only dream of right now. Those shareholders are shopping in a down market where everything’s on sale (including AGY). And as for GLN—sure, great resource, but their management? Total mess. Didn’t their MD used to drive a taxi? Oh, but I love how you bring them up, since we all know you’re holding there too (from the 30c range, right?).
7. Nobody’s claiming the current market is sustainable, or that this is the new normal. That’s just you building straw-man arguments (again). Focus!
8. Are you seriously implying AGY has the funds to complete Stage 2 commissioning? Did you even read the July 24th release? Yeah, I know, it had some big-boy terms like "fiscal prudence" and "capital preservation practices." But for those of us who can read between the lines, the message was clear: no money, so we’re hitting pause.
(20min delay)