AGY
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2.50% 4.1¢ argosy minerals limited

General Discussion AGY, page-22549

  1. asxDragonslayer
    2,300 Posts.
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    16/05/24
    09:19
    Post #: 73849482
    While I don't agree with the level the whole idea is the supply chain for USA is via the USA. It's a transfer of manufacturer location. Not sure why it's being seen as a hit to carbonate. In fact it will be good for us because the USA will source it's giga factory supply through Argentina.

    I can understand spod being affected but we are already in the cycle where brine is king. /shrug.

    We were never gong to sell to China and now a supply chain to USA is becoming more likely by the day.

    imo
    dyor
    Last edited by asxDragonslayer: 16/05/24
    AGY Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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