General Discussion AGY, page-17403

The only thing that matters in the real world is to buy cheap and sell high. Trying to read the market is a direct ticket to make a loss.

Spare me your morals in this story. You are claiming you know best what to look at (ie, the delay) to assess AGY value but you've admitted having failed repeatedly. Still, you claim your view is less unbiased than any other here, but your track record with AGY demonstrates the opposite.

The moral of the story is that you are as shocked by the sp drop as any other and didn't see it coming. Yet you keep posting the Chinese carbonate prices as if that was a proxy of the company value, despite many having told you that is not a relevant indicator.
Instead, can you pull what the long term Li price is in the LTR TO and derive a proper AGY valuation with it? You probably thought about it but it doesn't support your downramping.

If you had an investment thesis (or a risk adjusted valuation for the sake), you would either sell or shut up after having understood the risks.

Btw, as I am averaging at 20c, that means I was here way before you.