I appreciate your balanced thoughts. I guess for some lithium companies the drop in share price is related to the drop in spot price. For AGY however, such a major drop is more likely related to the fact it hasn't shown its ability to truly upscale it's production. PLS is in full production. CXO has troubles in reaching their target output too. Prices reflect this. I guess timelines are just too optimistic. If we would assume the technology works, we just need to stick around longer. It is up to the investor whether they think 'longer' is acceptable or whether there are opportunities elsewhere. To me, the current trends in stock price suggests that most think it's elsewhere...
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