At 20kt PA we have the capacity for about 220k EV's.It is not...

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BFG10k

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12/03/25

11:05

Post #: 78230208
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Originally posted by Nuff 69: ↑

Musk is saying he plans to double his output of tesla vehicle production in USA next year..
Will be interesting to see if the cycle repeats or even goes bigger... & if AGY has prepared its self to capitalise through out the next up cycle surely they are actually working hard atm trying to get the ducks lined up for a crack at expansion.
Time will tell.
I'm certaingly noticing alot more penetration of Phev & EV in North Qld. Even have friends that I least expected to go EV's getting quotes...
I'd like some real news out of the company but I understand its best to have the news ready for the next cycle if and when it comes.(If its going to)

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At 20kt PA we have the capacity for about 220k EV's.

It is not possible for a EV manufacturer to lock in a single supplier. They would need something like a new supplier producing 100kt PA say in Teslas case for its expansion.

It will be lots of smaller suppliers conmtray to the ney sayers of size is king.

Someone will lock us in as a supply going forward I have no doubt.

imo
dyor

AGY Price at posting: 2.3¢ Sentiment: Buy Disclosure: Held
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Last 1.5¢		Change 0.000(0.00%)		Mkt cap ! $21.83M

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0.015	1624407	16
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