Just an update on a former AGY investor who held from ~40ish to...

Just an update on a former AGY investor who held from ~40ish to 0.6-0.7ish, since it’s important to stay in focus on the overall market:

I decided not to get into AGY again after considering a bit in April and May (after I sold it around 0.7-0.6 for LAC and PLL and then sold both of them entirely for RCMT on March 31st (ending a 4.5 month streak of mostly getting things wrong after getting things almost entirely right for 2 years), stuck with RCMT at 100% before eventually diversifying 17% into KOPN and Orion Group (9%) on the 19th of May, although the extra benefits from that was mostly lost on a number of smaller stocks I tried later, that I’ve since consolidated into Chart Industries (18%), and also a tiny 2% position in BNED. I’m back on track with my +150% each year wins for the last 2.67 years (after learning to control my adhd that lost me a total of 70% of my starting position for the first 4.5 years).
Basically I’m now following C&CI Investing on SA after dumping Trend Investing on the 31st of March. I really recommend following them or Value Portfolio, though Trend Investing and Long Term Tips are good if you want to stick with lithium.

AGY and lithium look if not cheaply then at least affordably valued at current levels, and should perform to outperform over the next year. Frankly, current lithium prices should drive very strong returns over time.

probably my last update so
Good luck, God Bless and thanks to the people who were nice to me here ^^