I’m not claiming the company or project is necessarily viable; just pointing out that either they’re doing something right (even if it’s just optics), or AGY is doing something wrong. End of the day, I’d bet that anyone holding both LKE and AGY, (and there’s bound to be a few) would be a lot more satisfied with how LKE has held onto shareholder value compared to AGY.
I'm not sure many people care how well AGY are control expenditure, when they're doing an objectively worse job of maintaining shareholder value (via the SP).
AGY Price at posting:
1.9¢ Sentiment: None Disclosure: Not Held
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