It is all about the narrative. The prevailing one is that AGY has lost value because the delay in delivering milestones is so protracted that the company is in a brink of failure.
I don't care or argue about dates or figures, but the narrative is vital for long term investment. If the thesis is that this company is failing and the delay is no other thing but a symptom of the failure, then there is nothing to do here.
I will simply not concede on that. Or if I do, I will make sure I am out before.
Please assume others make up their views mixing up opinions they gather from multiple sources, including those in HC.
To sum up, if the collective thinking is that this company's fate is to fail, there are no announcements that will lift up the sp. Only production in 2027 will do and I would like the value to be recognized in the sp earlier than that.
AGY Price at posting:
24.0¢ Sentiment: Buy Disclosure: Held
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