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4.0¢ argosy minerals limited

Ann: Argosy Delivers Exceptional PEA Results for Rincon Project, page-299

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TwistedChippy

411 Posts.

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01/12/18

19:51

Post #: 36717737
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Originally posted by hartebeest ↑

Originally posted by Cassandra
Moody doesn’t share the view:
http://www.mining.com/moodys-sees-weak-lithium-prices-2020-due-projects-frenzy/
From the article: "The analysts came to this conclusion after carrying out a mine-by-mine analysis projecting lithium supply build-up to 2025 based on company statements, including potential risks."

So Moody's model is based on company statements. If you look in to Benchmark Minerals' methodology, they actually visit and inspect all of the mines and processing facilities, and also analyse trade flows at a fairly deep level (which is necessary since the marked is so opaque.) For this reason I would personally trust Benchmark's forecasts more than Moody's. That said, there is a lot of commonality to what Moody's is quoted as saying and what Benchmark have said over the past 6 months.

In addition to the Benchmark Minerals Report information included in the last two AGY market releases (PEA announcement and investor presentation), the following four interviews with Benchmark staff shed some light on their methods:

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That’s good work thanks!!..

AGY Price at posting: 17.5¢ Sentiment: Buy Disclosure: Held
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Last 4.0¢		Change 0.000(0.00%)		Mkt cap ! $58.23M

Open	High	Low	Value	Volume
4.1¢	4.1¢	4.0¢	$56.24K	1.389M

Buyers (Bids)

No.	Vol.	Price($)
4	310460	3.9¢

Sellers (Offers)

Price($)	Vol.	No.
4.0¢	155403	2

View Market Depth

No.	Vol.	Price($)
4	310460	0.039
12	1948606	0.038
15	2148230	0.037
12	1977580	0.036
23	3867797	0.035

Price($)	Vol.	No.
0.040	255403	3
0.041	139909	2
0.042	912553	7
0.043	777541	7
0.044	1790625	5

Last trade - 10.44am 20/08/2024 (20 minute delay)

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