General Discussion AGY, page-20586

Are you just going to persist in sharing irrelevant references? Your post lacks any indication that AGY achieved their intended goal of consistent, steady-state production, so I'm really not sure what the point of your screenshot is. Maybe you can elaborate?

Anyway, let's just cut to the chase. AGY halted pilot plant operations because it wasn't economically viable given the prevailing prices, which were only half of the current rates, even during our current lows. This decision was made to conserve capital, a reasonable move at the time. Regardless of the reasons (COVID, macro conditions) they never reached their final Stage 1 objective of achieving consistent BG carbonate production. I have no real issue with that either, as shutting down a plant that is running at a loss makes sense.

I believe that JZ's managerial misstep was not promptly restarting the Stage 1 plant when prices began to rise, missing an opportunity in a thriving market. Unfortunately, their singular focus on the 2 ktpa plant led to neglect of other aspects, at least IMO.