Langford and AGY in China.

I thought we might as will make a thread just for SuperNinja (Michael Langford) and his actions for Argosy (AGY) as he reps us in China and the lithium space.

It's important to keep in mind that Jerko and Alex have both welcomed and signed off on ML coming on board and I think we all agree that Jerko is great at making good deals for the company.
As I've said I fully trust Jerko, even though I disagree with his view on the importance of SP marketing and many here dis-like me for that. Even Jerko himself has agreed that's not his strong suite and a company weakness. After all, his a GEO.
You can bet that Jerko, as AGYs largest shareholder...he wants his 10% of AGY to increase in value just like the rest of us.

Alex Molyneux (AGY's Chairmen, PDN's CEO) himself is one of the top deal makers and money men on the ASX and has great China connections (as he lives there!) at a much higher level. He's signed off on this and you know he's checked things out and asked around. He's also a large shareholder of AGY now. I as well as many shareholders haven't been impressed with his lack of action the past 6 months but, he's still a world class exec and a current CEO of a ASX 200 company and very respected.
(I was able to chat to one of the top Lithium experts from the U.S the other day (not JL) and he said he was a friend of AM and says he's the smartest guy in metals today.)

I wasn't a 100% on ML at the beginning either. Yes, he has a certain style but, I've been researching the crap out of him recently and I only see someone who's trying to get it done. He loves the Lithium industry/metals and the EV boom. SN fully understands Tony Seba's disruption via Clean Energy. He know more about Lithium than most of us and I have no problem calling him one of Australia's Li experts from understanding all the Lithium chemistries to understanding the Lithium stock landscape from the ASX to the TSE. He's analytical and from what I've read on his BGS/PLS comments on HC/Linkedin...likes to create detailed plans and follow through. He's young, has energy and I love that chip on his shoulder to prove a few people in the industry wrong. AGY is that tool for him.

If you have something negative about him and it's based on fact...I'd personally like to hear it.

However, I don't give 2 sheets about any of that. I'm a big believer in about walking the walk, not talking the talk.
This guy is out there doing it NOW.
Flying out to China (on his dime), taking to the companies. Big/small, money managers Lithium processors. Battery manufacturers. EV makers. China, China, China! I don't know of any other Australian Lithium excecs who are doing this or who've been given a BYD VIP tour? At the end of the day BYD are the future of this industry and will be making billions and investing billions on EVs and other storage devices. If you don't believe me...believe Warren Buffet. How this guy (Charlie Munger) found them in way back in 2009 and invested. Wow!

Spend 5 mins and look at this...start from bottom.
disallowed link_SuperNinja/media

SuperNinja is out there meeting everyone in the industry. Yes, some are just photo opps but, contact is being made with business cards being exchanged. I've worked with many Chinese companies in Australia and even Australia based ones have a hard time sometimes cracking the Ozzie market/business style on how things are done here. So you can image how hard it is for a mainland China small to mid sized Lithium battery maker to figure out what Australia company to deal with...let alone work through the deal process. (BTW...China small to mid sized is more than likely 10-20x bigger then the average ASX company.)

SN has visited and spoke to many Li companies. If they need to make a Australian contact...who do you think they are calling? JL?
If ML didn't meet one company...I'm sure someone knows someone who's meet him and would pass his details on. Plus, they have the Internet in China too and SN is a great marketer on Twitter/Linkedin.
Anyone else seeing anyone in Australia doing this to his degree?

Also, lets be honest here. SN has a massive REAL investment following (IN-FLOWS) and him working with a ASX company will get eyes on us that wouldn't have. You can see this in AGYs SP movement and volume increase the past week. This with him not legally being allowed to even talk about the pro's of AGY as a investment.

AGY is a investment gloryhole.
-Jerko has put us on some of the best lithium land on the planet.
-Jerko has found and hired a world class expert in Pablo Alurralde (former FMC GM of operations in ARG.) to mine it for us..on great terms for AGY.
-Found a one of the best metals money guys/executives on the ASX in Alex Molyneux to close "the deal" on good terms for AGY as he speak Mandarin as does ML I think.
-Hired and incentivized one of the best Li marketers to work for AGY in SuperNinja (Michael Langford). (You think 1 of the other 80+ ASX wouldn't love to have SN selling their wears in China?)

I don't know how much more of a gift wrapped present you want with a big bow on top but, there it is.

AGY is just in a amazing spot and is so undervaled IMO.
As you know I felt this way before SN coming on board. I've been a shareholder for a long time now.
Now its just a perfect storm of super bagger potenial and the FACTS speak for themselves. IMO

DYOR!