General Discussion of AGY, page-1316

Hmmm, who's the odd one out here?

So in the last two weeks we get a HOA with Mitsubishi and get a whole new resource (at a bargain price) that's 5 times the size of our current JORC estimate at Rincon.
Add to that no bottleneck issues that the spod market is facing as we can convert at our own plant cutting out those middleman problems completely.

And the sp takes a dive cause of ???

The volatility across the markets has decimated all volume and left most stocks well and truly at the hands of manipulators. But even the MM will want to start cashing in very soon as there's barely anyone willing to sell, even at these dogsh1t prices...

Rerate is on the cards this week IMHO.