AGY 0.00% 3.8¢ argosy minerals limited

Ann: Annual Report to shareholders, page-45

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  1. 322 Posts.
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    G’day gents,

    I just started looking into AGY today, it seems undervalued. Is there a consensus on expected LCE offtake price target? LCE/li2Co3 spot price is insane.
    https://hotcopper.com.au/data/attachments/4286/4286360-3c10f95519d3783fd7b27dda6dddc2d9.jpg

    I mean 450k/t is an order of magnitude above PEA assumptions of 13k/t.

    so given I’ve just started looking into project economics, what’s the guess on sustainable production revenue? I’m keen to hear opinions
 
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