General Discussion AGY, page-5288

Nice post. Careful posting a comparison between CXO and AGY here though mate - you'll get crucified by the up rampers here as they've made it abundantly clear they don't like Companies being compared to AGY who mine different resources because apparently they cannot be compared.

It's a very close-minded group here unfortunately, but I like your comparison. I will say in my opinion however, that AGY's production revenues will be substantially lower than what you've put in your spreadsheet - as they have made it clear they do not to want to sell on spot market (even for the small 2kpa), and will be seeking an off-take deal for their product (assuming it's close to happening with all the advanced discussions). Naturally, a deal to take the lot will be at quite a discount to spot price.

Open to your thoughts.