First we had Frankie 10x telling us that according to his “peer-reviewed” sources, it would cost AGY $70k per tonne to produce, now you’re here asking what the costs are?!
If you dyor you’d find that the cost landscape is rapidly changing and is relatively uncertain until actually at steady state.
Other companies are still pointing to rough guesses from years ago of a few $k per tonne, when this is not the case anymore.
Regardless, AGY will be making bank years before most others out there, and pushing towards 12ktpa in 2-3 years from now.
Ps. Keep an eye out for our resource expansion in a few months’ time, and news of our maiden shipments of BG product from the initial module of our commercial plant!
While others are sitting around hoping for a buyout or someone to drop a billion dollars into their lap, AGY is getting it done. A real plant with real product, and a real team with real experience.
good luck
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