AGY 0.00% 3.5¢ argosy minerals limited

General Discussion AGY, page-13020

  1. 2,170 Posts.
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    I'm not overly worried about the macro picture, good top up opportunities coming up. My biggest concern is sector-based supply/demand balance. If demand > supply, we'll be hitting new highs again. From what I'm reading, many are expecting this to occurred Q3 or so. It will be seen as a bottoming out of the Chinese spot price. While people crap their pants, if you believe in the longer-term supply shortage thesis, then these rough times will be a nice time to get some bargains.
 
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