Appreciate all the financial information presented by @GCar,...

Appreciate all the financial information presented by @GCar, @Rob826 et al, which have given me input into my DYOR analysis. I prefer the analysis over speculation on price, which is ultimately in the hands of the market, that includes shorters and BEOT.

From the financial information available, AGY with 2000 ktpa output, EPS would be around 04 cents. Using a conservative P/E ratio of 5, the SP should be around 20 cents now. This is justified based on PLS results released earlier this week. With an EPS of about $1, the P/E ratio is 4.7, inspite of having $3.3B cash in hand for future CAPEX plus an annual divident per share of 25 cents.

The market appears currently to be looking at near term performance, hence, even with AGY producing, SP much higher than 20 cents cannot be expected IMO.

Also, with recent PLS results and feasibility studies from other Lithium companies like VUL indicate that CAPEX costs will double. Companies like LKE, LRS, DLI will be faced with the same issue, that has to be expected. Unless the Lithium prices goes up the SP's will be muted, IMO.