Not really mate, it’s a bit of a grey area. They didn’t provide an update in August 2023, and it turns out they were in the midst of very real problems with the filtration circuit. They only let us know about it in September, once it looked like they had a fix in place.
Ultimately AGY didn’t update the market when those issues were present at that time, so I don’t see why they wouldn’t repeat that now; they’ve got form doing this.
What we do know though is that AGY have been pretty consistent with monthly reporting when things are looking good, so when that changes, it’s a fair bet that something’s up, and it’s probably not good.
General Discussion AGY, page-22946
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