While I hold other stocks the only comparison is the macro that has lowered the tide on all boats.
In terms of performance for the calendar year we are the worst bar LKE.
If we look st the prev Dec quarterly there has been zero milestones achieved in a year.
I started writing my thoughts but I just cbf.
I just want management to start hitting some time milestones rather than none and be more transparent and clear in their communications.
I wouldnt be holding my breath we've had a design failure in the worst (and simplest) stage possible preventing the most critical and difficult stage from being commissioned at scale.
Twelve months stuck on a filter press has to be just plain worlds worst engineering. Lets hope we don't run into something difficult.
imo dyor
AGY Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held
