General Discussion of AGY, page-1791

I sold my normal holdings and half my supper holdings for a good profit some time ago. I still have a decent holding in my super account. I did that for time frame reasons and that I didn't see the 2k5 Plant reaching the highs that we were at time (back when we originally still had a staged plan). We need to get the 2k5 Plant up and running to make us sustainable to make it thru the calm before the storm. The macro is coming but a little later than I first thought. Take a look at the banned ICE vehicle list so far.

	2020	South Korea
1	2021	Costa Rica
2	2025	Norway
3	2030	Denmark
4	2030	India
5	2030	Ireland
6	2030	Israel
7	2030	Netherlands
8	2032	UK (Scotland)
9	2040	China
10	2040	France
11	2040	Spain
12	2040	Taiwan
13	2040	UK (Except for Scotland)
14	2050	Germany

That list will grow as more EV's roll out and they become more affordable. My thoughts are the panic will start somewhere around 2023. I originally thought 2020. If the 2k5 Plant takes 18 months to get into full production we would almost be there. Prime for picking.

We need to get the USA / Russia on that list but I don't think that will ever happen or if it does they'll be next to last.

There is hope as a lot of states within countries are banning ICE so if they get critical mass from within job done.

I'd love to be wrong and see sentiment turn on its head.

IMHO DYOR