Good to see the SP moving North. Not surprising given we are the...

Good to see the SP moving North. Not surprising given we are the next cab off the rank battery grade producer at a time when many of our competitors who say they will be ready to produce in 2023/24 are experiencing serious project delays (whether it be geopolitical issues, problems with environmental approvals, personnel or funding issues etc.). This IMO will likely result in lithium prices staying higher for longer and will benefit current producers in a big, big way (indicated by lucrative spot prices and supply shortfalls).

Thank you to W3hunter for dropping by and offering chart analysis to complement the work of Seagull, GCar, Sjdali and others. Your calls on CXO, were very accurate back in March (around the 80c mark). Hopefully you're on the mark again! Disclosure: I hold similar number of shares in AGY and CXO and see them both outperforming the broader market as they enter production (*All producers are above 9bn market cap - AGY: 799m CXO: 2.38bn).


Bruce Wayne, aka GCar, after paying the price for ignoring your advice with GXY (now AKE), I have benefited greatly from your comments and insights re. AGY and I am grateful to have been accumulating since middle of 2021 (in the 20s). Thank you. My favourite part of the journey thus far is spinning a $2m+ profit from pilot product!! Well done team AGY.

DYOR IMO