The AGY fundamentals haven't changed too much in the past 6-8 months-they've actually gotten much better. I'm sure many have noticed that, I bump the older high posts threads so everyone can read them. If you read the first 1 to 2 pages of those you'll find real nuggets.
Even though me and GC are having a little diff right now, he by far does the best work on AGY on a info research point of view. I see and read just about everything that comes out on Li and cobalt daily and post some of that.
The "We're going to need a bigger boat" is a great primer on Li, EVs and batteries etc.
From a mental point of view...I've said a couple times everyone should read the GMM, ORE, GXY, PLS, AJM threads from 2015 to early 2016. Those guys were the pioneers. Lots of respect for them as they are sitting on the 20-30 baggers now and saw this coming before any of us.
AGY Chart, page-3
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