AGY Shorts, page-1105

LTM/PLS/MIN/GLN/etc hit 12-month lows in the last 1-2 days, AGY already 30% off recent low.

No new slide deck is going to magically boost the sp, imo.
We all know that a sustainable and prolonged recovery requires a market shift and further key milestones to be hit.

Any slide deck will be welcomed with slogans of “nothing new” by the usual crowd, imo, along with “just more promises and carrots” etc etc.

I assume JZ and the new guy are doing what they can wrt securing a strategic partner and funding for the expansion. Them putting out a high-level Gantt chart and telling us that they expect progress on that front on x weeks/months from now is just another thumb-suck that will be met with the usual responses imo.
Re other activities - like the expansion engineering work - sure some insight on that and the expected timing would be interesting, but will it meaningfully move the needle….? Doubt it.

Look at GLN’s fantastic resource and their struggle…. Despite having multiple “experts” on board from SQM. We aren’t Robinson Crusoe and yes it sucks that we had those filtration issues but there is no denying that we have learnt a shed load from producing 100+ tonnes, and I presume ATL asked the tough questions about issues etc when they looked under the hood. I think many here underestimate the comfort that should offer wrt to the plant issues and what is needed to address that.
Anyway, just imo.