Thought it wouldn't hurt to do a Fundamentals post (as this...

Thought it wouldn't hurt to do a Fundamentals post (as this thread is getting buried in the continuous bickering and regurgitating of fud in the Banter thread).

Here's a few links to some recent resources if you want to hear direct from AGY on their strategic plans, fiscal management, etc:

Crux Interview:  29/08/2019
This is pushing the "recent" timeframe, however, I think it's particularly relevant to recent claims that the 2kt plant is uneconomical.  From the 17:00 minute mark, they talk about the IRR, NPV, etc for the 2kt plant.  This is publicly available information that confirms AGY think the 2kt plant is commercially viable.  The cost will be higher than the 10kt plant, however, even at the current lower prices, AGY believe good profits are still achievable.


Crux Interview: 17/12/2019
This is the most recent interview that I'm aware of (please share if you know of another more recent one).  It probably worth listening the whole interview, and there is some good discussion about strategic financing/investing and current pricing/challenges.  In relation to recent claims that the Pilot Plant is in moth balls/shut down, AGY confirm that they are preserving cash, and in that context, the Pilot Plant is operating at 8 shifts as opposed to a full 7 days/14 shifts (22:35 mark) (so not mothballed or shut down)


Roskill - Lithium Mine to Market Conference: 13/02/2020
IMO, slides 10 - 13 are the key ones to read.
https://www.asx.com.au/asxpdf/20200213/pdf/44f1mpbvbrpf10.pdf