General Discussion AGY, page-21388

If we do a DCF just on the project metrics for 12ktpa with $20 to $30 per ton of LCE, AGY would be around $1. Considering that AGY is already in production and ramping up, I think we should be sitting at around 50 cents. But as I am sure that you're aware that the market is not rational, thus we see the wild swings in share price which is largely responsive to the lithium price. To say that we will never see the lofty heights of AGY again would be a pretty bad bet to make considering that lithium is in a mania and looks to remain the case until another technology can replace the metal which isn't going to happen this side of the century.

Enjoy the ride Rob.