"Govt approval is required before work can commence, also (of course), but this has essentially zero technical de-risking value wrt production viability."
For the love of god this guy loves to cherry pick to suit his narrative. No, it won't de-risk the actual production viability. Yes, it will de-risk the capability of expanding production, especially with a tiny capacity of 2,000 tonnes. None of the big guys will give AGY a second look if they're limited to producing 2,000 tonnes, which is why the approvals are so important, IMO. I believe the approvals would have been instrumental years ago, but that's here nor there - pure speculation and opinion.
He touches on conditional contracts, which I agree it's difficult to see why both parties are unable to come to an agreement, especially when others are having no problem in doing so. Those with deals and those without seem to be differentiated by the capacity they can produce at, whether they're producing now or in 5 years.
"and a month or 6 here or there means jack sh!t in the scheme of things"
It's been more than a month or 6 'here or here'. That's people's money tied up for extended periods of time. Let's be real, we're here to make money. There's a reason why people are taking their hard-earned away from AGY and placing it elsewhere that presents more lucrative opportunities.
All in my opinion of course.
- Forums
- ASX - By Stock
- AGY
- Ann: Company Update - Key Developments
Ann: Company Update - Key Developments, page-279
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AGY (ASX) to my watchlist
(20min delay)
|
|||||
Last
4.3¢ |
Change
0.001(2.38%) |
Mkt cap ! $62.60M |
Open | High | Low | Value | Volume |
4.2¢ | 4.3¢ | 4.2¢ | $57.87K | 1.369M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 1457270 | 4.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.3¢ | 1101688 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 1457270 | 0.041 |
20 | 2518977 | 0.040 |
11 | 2999266 | 0.039 |
15 | 638242 | 0.038 |
5 | 850000 | 0.037 |
Price($) | Vol. | No. |
---|---|---|
0.043 | 1101688 | 4 |
0.044 | 462203 | 3 |
0.045 | 215909 | 5 |
0.046 | 200000 | 1 |
0.048 | 292790 | 3 |
Last trade - 16.10pm 18/09/2024 (20 minute delay) ? |
Featured News
AGY (ASX) Chart |