To be fair if we're debating whether something is priced in, i wouldn't consider it a binary yes/no, it would be more of a dynamic scale from 0-100%.
Based on AGY's fall from the top compared to peers (more than others), and the share price being very low at the moment i would consider it much closer towards 100% than 0%.
I think a CR could take it to ~2.4c potentially, but what's that in the grand scheme of things if it's already at 2.8-3c.
in terms of dilution, thats already well understood and catered into my financial plan. I've increased my shareholding by 47% during this bear run, dropped my average from 21c to 14.7c, and in the meantime dilution has been ~4.2% im pretty sure, since the investment of the battery maker. Still got a buffer of 42.8% before im worse off via dilution. My average is much lower too which is good.
It's not all about this though, because it relies on the assumption that's its going to go up in the end, which my hypothesis is that it will eventually... after this very tough period of CRs needed, and lithium price recovers and engineering plans are done.
dilutions a thing but by my calculations im still doing okay thanks to the opportunity of low prices that this whole saga has brought us
people have their different strategies, if i banked on a credit raise at a discount during the last one i'd have been caught off guard when one was undertaken at a premium. Anything can happen. if i sold today, murphys law says we go to $2 tomorrow.
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