General Discussion AGY, page-16941

Exactly mate. When there's little to cheer about in the AGY space, some long-term holders here love to throw stones at imaginary foes. But as we all know, people in glass houses shouldn't throw stones. The key to this story is that we don't actually know how much the 10 ktpa expansion will cost, because the company hasn't updated its estimate since 2018 (note - it's going to cost a hell of a lot more than the USD$141m originally estimated).

Much like the 2 ktpa operation, I expect JZ to advise the budget but fail to disclose the contingency figure, in order for any cost blow-outs to be contained within the unknown "contingency" figure. At least RIO are being honest with their shareholders. We just have to hope for the best.