General Discussion AGY, page-5878

I watched an interview with Jerko over the weekend in which he stated AGY pricing was tied to carbonate pricing on a cif basis but in relation to north asia and not China.
At the above price(ive used $70,000usd to keep it tidy)AGY will be looking at over $140ml per annum straight of the bat.(2000t)
If you do the equation at the expected 12000t x $70,000usd it comes out at $840ml which when converted to aud comes out at over $1 billion dollars.
Looking at their market cap and comparing them with existing and near term spod producers,one can get a sense of how undervalued AGY is.
This should have a MC of around $2b once production starts and rising to $5b as it ramps up to 12000t per annum.
By comparison to said spod producers we have relatively much fewer SOI and great ESG credentials.
IMHO we are currently, massively undervalued.We should be trading at 2 to 3 times higher than our current position.
Im expecting a call from my bank this morning in regards to a moderate loan,drawdown to facilitate the purchase of more AGY shares.This is not advice and i would urge due diligence on any investment,but for me its a no brainer.GLTA