Hi all. This is my first post here, but I have been lurking...

Hi all. This is my first post here, but I have been lurking since I bought in during the "cooldown" after the big run up in November. These days I don't pay much attention to the markets. I don't day trade, nor do I swing trade. But I am after stocks with serious management who are building companies that are making value-added products for the new energy transition — hence AGY has remained comfortably in my portfolio.

Here is a little valuation spreadsheet that I have used for other companies I hold (or have been investigating). I thought it would be interesting to update the carbonate price; which has gone 2.5x since I last updated the spreadsheet. There is no saying that these prices will hold, and truth be told, I haven't done much investigation into what the price may look like in 1-5 years time. But nonetheless, the below figures are very encouraging. It gets even more exciting when you add another 10k of lithium carbonate and bump up AGYs share in the JV to 90%. Also, I like to keep the PE ratio on the conservative side to account for any unknowns.

Let me know what you think