Ann: Change of Director's Interest Notice, page-128

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CowsWithGuns

129 Posts.

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13/04/24

14:07

Post #: 73329258
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Originally posted by pierre23: ↑

For a double degree engineer, miner, geo, doctor and physicist you should be well aware that AGY won't be producing from the 10ktpa until 2028-2030... that means capped at 2,000 tonnes (at nameplate, lol) for the next 4-6 years.

Yes, I sure can say for certain they will fall behind. You know this, but cannot state it as it would prove me right again.

"Planning to mine rocks and produce a concentrate via DMS doesn’t impress me. In this industry, it is about as far from battery-grade chemicals production from brine as you could get."

Mate DMS method, battery grade, tech grade, 0% lithium dirt from the ground. If they can produce it at scale, sell it at scale, and increase shareholder value, I couldn't care less which one their primary product is. You can scream how good the grades are all you want, but when it comes to the company value (MC) and your investment value - AGY simply don't have the capability nor resource to achieve that of a few others in the long run.

All good though, money still to be made, so don't fret at my posts. But snide remarks like 'see how you go in 5 years', implying anything but AGY is a bad investment, you'll get a response in how wrong you are... again

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The odd thing about a x2 degree Engineer, Mining expert with so called decades of global mining experience, etc is that there are a lot of contradictions in their various posts that don't align with these professions ..........

1. A so called Engineer but doesn't believe in doing a fancy DFS, build it and it will produce, Evidence == post_id=73194935
2. A so called Mining expert that says resources estimates for brines are not that meaningful, Evidence == post_id=27286032, post_id=27287538 - back then they were jumping on what a geo wrote but with enough time on HC I guess you gain your qualification
3. And when the resource upgrade came out 15/01/2024, this becomes "nice" and now "meaningful", Evidence == post_id=71879419

Oh well, I most likely have failed again and the AGY supremo will be back to tell me so. They do like to write "fail" many times

Anyway be wary of AGY pumpers, there is usually an agenda and people should be accountable for what they post / write ..........

Last edited by CowsWithGuns: 13/04/24

AGY Price at posting: 13.5¢ Sentiment: Sell Disclosure: Not Held
5 Upvote

1 Great analysis

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