I'm not overly familiar with all the FA on all of those...

I'm not overly familiar with all the FA on all of those companies, however I know the basics on PLS, about 1 year or so off production I think, anyway their looking at 165ktpa and then possibly doubling that so to be conservative after looking at their cash cost's and potential sales price p/t they'd have $100m npat for 165ktpa or around $200m npat for 330ktpa, so with a PE of 10 that would give:
-2mtpa(165ktpa output)= $0.78 SP
-4mtpa(330ktpa output) = $1.56 SP

so fundamentally speaking I can only assume PLS would be a better pick than AGY right now, but there are way too many variables including the craziness of TA only punters who will jump in or out on momentum in either direction, and more importantly I would say the big unknown is AGY's stage 3 which would make it a better LT punt than PLS hands down, overall pretty hard to do an accurate comparison, as is usually the case.