“AGY used to be a star performer in my portfolio.” FWIW I was...

“AGY used to be a star performer in my portfolio.”

FWIW I was accumulating GXY since before 2010.
As you probably know; they merged with ORE to from Allkem, and recently with Livent to form Arcadium (LTM).
That company is up there in the top handful of producers and is expanding production capacity by large amounts in the coming years.
When I plot their share price against “the others” it looks pretty sh!t, especially in the past 6 months.
Why?
That is the multi-million dollar question.
It was a shining star in my portfolio, and recently dropped relentlessly. It makes little sense.
Imo we need to keep our eyes on the prize and focus on the fundamentals of the company, as THAT is what will ultimately determine their success, and the share price will eventually follow.
The alternative is chasing pips and trends and vibes and pumps and random waves…. Which costs most retail dearly afaict, despite being so attractive and “easy” in hindsight.
Imo our time will come.
LTM and AGY still my largest holdings. Frustrating sp action all around. It’ll turn, eventually.
GL

imo
Dyor