Ann: Company Update - Key Developments, page-228

@Kookie

I've stated numerous times that I'm positive on the company and I expect AGY to do well in the short term (i.e. before the end of this quarter) and long term (5 years plus). I'm impressed overall with the company; however, I'm not impressed with recent project delivery (missed targets). We can argue the toss forever, but that's my point of view.

The only reason you're getting a negative inference (as opposed to a more balanced view) is because my positive comments get drowned in a sea of negative arguing become some just won't allow any commentary on these threads that is even mildly negative, even if it is factual. A good example was some tech grade production, which I stated was a possibility despite being of minimal impact, and was subsequently called an idiot, had no idea, etc. That potential outcome was confirmed by JZ this week.

I have in fact sold some AGY shares, and used these funds to increase my positions in PMT and WR1, and to open a position in DLI. I still hold a large position here, and have the flexibility with funds elsewhere to increase my position if AGY release a cracking announcement.

Good luck with your investment Kookie. Credit to you and others who continue to hold outright. Each to their own investment plan.