@BillyjeanA few people predicted low 20's first, then mid-teens...

@Billyjean
A few people predicted low 20's first, then mid-teens

No need for crystal ball. Just common sense. I'm not saying traders can't run this thing up... but should it eventuate, it won't be long lasting as we saw with the pump to 80c.

You also have to remember most companies are valued much higher before producing, when there is so much more hype. Once hard numbers come into play at production stage (ie sales figures) fair value is much easier to work out. To be fair though, we really have to wait for the updated feasibility studies... we're still working on 2018's figures, for some odd reason.

Calling $1 before this and knowing what offtake price will be is simply upramping, nothing more.

We can also assume with a degree of accuracy that the offtake $ figures for the 12ktpa will be quite low if they are able to sort one out this year. You can see what others in the industry are selling their product for. No evidence or reasoning that AGY will get any better than them.

So I think it's a fair statement to say it's best keeping expectation in check... I think by now most people do.

IMO. DYOR.