AGY 2.50% 4.1¢ argosy minerals limited

General Comments & Banter, page-11005

  1. 1,524 Posts.
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    I completely agree @WayneEnterprises with respect to the process and meeting high quality specifications being the key to any deal/s being made... and I think as investors we need to better understand and appreciate the value-add this places on AGY.

    JZ has stood by this strategy throughout the time I've been holding. At the May AGM, he referred to the process as AGY's "winged keel", but unlike Bondie, I think they'll be keeping it a closely guarded secret as it's what gives them the edge (and hence winners - especially where an OT is concerned).

    He also went on to talk about how a consistent, reliable and quality product will make us very attractive to large conglomerates as it means they can set up their production lines with a consistent and reliable source, meaning they have reduced overheads, improved efficiencies - which in turn equates to AGY being able to negotiate a premium for their product.
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