i got not issue with your call out on AGY weakness, thats reality. Missed production etc, all reality. my issue was the missing call-out out lithium prices which is why so many if not all lithium stocks are at multi year lows like AGY.
AGY is not alone in its shareprice devaluation.
As for holding or not - thats up to investment strategy. If you are a good swing trader, i reckon you can make 20-40% a year on a good year. You'd lose half of that to CGT
If however you believe in EV transition, then companies like AGY are worth billions, against its current 100m - thats a 10x return in a positive EV Market. The question an investor has to ask is when is that? 5 years? thats 200% a year and you'd save alot on CGT.
So the question really is, how much is AGY's acerage in the lithium triangle truly worth?
AGY Price at posting:
7.4¢ Sentiment: Buy Disclosure: Held
