AGY - Scaling up, page-119

Well imo you have missed the impact of market sentiment, and the fact that "rightly" or "wrongly" our share price previously went to the 40c range when we HAD NOT even produced carbonate, let alone BG. Read that again! Now consider the de-risking since then, and where sentiment is now headed....

NPV is interesting but not the full story, since we know that we are targeting significant resource expansion, additional projects, and who-knows-what other opportunities over time, linked to expansions, IP licensing etc etc. Rincon 10ktpa for 16 years is hardly the end game.
When we are making $100M per year, and customers are begging for quality product, many more doors will open.

If you want low risk / high certainty, then by all means wait until the risk/reward suits your investment horizon and risk appetite.

Personally, I am expecting ++100% from here within 12 months. IMO that is basically a given, considering at that point the first 2ktpa module of our plant will be built, and the desperation from potential customers will be greater than it has ever been. Also we should have funding arrangements in place for the additional 10ktpa by then. There is no reason that the 2018 share price peak is out of reach next year either, imo.
2nd ASX Li brine producer in a red hot market....?!

$$$$$$$$$$$$$$$

Good luck with your research. The early "fundamentals" threads here have some solid info if you are genuinely interested and want to avoid the recent sh!tfighting here.


IMO
DYOR