Don't hold AGY but did previously and is on watchlist.Have...

Don't hold AGY but did previously and is on watchlist.

Have been watching sector get hammered but todays sell off in AGY did warrant a look in.

Sector no good, delays with filtration but is todays dump related to FX?

Peso did get devalued by 50% overnight, which even the president has said will cause heavy ST headwinds (but hopefully good over LT)

What am I missing and how much will the move on the peso effect AGY?

Apologies for being the lazy guy asking for info but I know there's plenty more punters in here that follow this stuff closely so a shortcut would be helpful...