General Discussion of AGY, page-4525

Really?
Did you expect the Solactive Lithium index to include us last year? We were less de-risked then, and they did. No reason why others won’t also see potential as progress continues. They are limited to 40 stocks, globally. They’ve shifted out of a handful of stocks to include new ones like Ganfeng and CATL. So we’re not currently in their global top 40 opportunities. Big deal! They probably looked at the weighting and the sp performance over the 8 months that we were included, and figured they’d try some others instead. All good imo. They’re trying to chase targeted annual returns etc, understandable that their risk tolerance is lower than some others.


If anyone expects a mining company like this to go from kicking some dirt to being profitable in only a few years, then they are sorely misguided.

It’s a shame that some seem to have expected this..?
It’s a step-by-step process of derisking and development that has inherent challenges and “delays” associated with key aspects including funding, permits, product qualification, etc.

Imo there is still massive LT upside, as we have great potential for future resource and production expansion, multiple operations, and let’s not forget potential new and unexpected opportunities as we eventually settle in as a proven and quality producer (being able to turn a less-than-optimal resource into top-quality chemical product!).

It is hard sometimes to manage expectations, but people should DTOR to understand realistic timing imo.


Cheers and gltah