what worries me is when a companies SP starts to factor way too far into the future, like the companies mentioned, then they are almost certainly attacked by shorters who know full well the SP needs to come down to find fair value until real money is being made, as we've seen with PLS, ORE, and the list goes on
For now it looks like AGY's SP has already factored in a fair proportion of phase 2 sales which are still a fair way off yet.
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