General Discussion AGY, page-1921

20+ year LOM is pretty important for getting a high valuation from what I'm seeing around the traps.

The current PFS doesn't provide this level of LOM. AGY needs to get a JORC which can justify a 20yr+ LOM at 12,000tpa to get a $1.5bn+ valuation. This is totally on the cards if the company plays its cards right.

I should also mention there is a risk that AGY misses the window for getting really great profits from the supply deficit anticipated between now and 2027.

AGY is the last low-risk, possible 1000% gainer left on the ASX. Some people may say I'm ramping, but just look at the valuations on AGY's peers. CXO ($700m IMO should be valued at $1.5bn), LTR ($2bn), PLS ($7bn), ORE ($6bn). 12,000tpa is a competitive tonnage of battery grade Li. The market just needs to see that this is not an artisanal mining operation. The proof of concept for the commercial operations needs to come in the DFS.

IMO Jerko is taking exactly this strategy.