It's either lazy, purposefully deflamatory or paid commentators - or a combination of all 3.
To his most recent post and questioning AGY will get into production in 2022, where they fall short is pointing to anyone else who will get to production in 2022.
it's like 'AGY won't achieve it by then, but there are no better alternatives that I can highlight that will be there at the same point in time'
they seem concerned with conceptual viability to projects, rather than actual progress.
they will find the bad when we move into acquisition mode, or start to pay dividends.
it's easy to sit on the sidelines and spout off opinions, but they've been there for a while now. it's just noise.
if you're interested in how little value to put on their 'commentary' then it is - minus $1.15bn.
The same $1.15bn RIO just paid to move into the area.
these guys are tools.
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