AGY 4.00% 12.0¢ argosy minerals limited

One of the reasons why I steered clear of spod is unless you’re...

  1. 3,282 Posts.
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    One of the reasons why I steered clear of spod is unless you’re going to invest hundreds of millions in developing conversion to hydroxide then China is effectively your only customer and currently they process a massive percentage of spod. That concentration of market power can lead to price
    manipulation. AGY is a clear winner here - we value add and send it to whoever we want without the Chinese as a middleman.
    Last edited by Poohbear: 24/02/24
 
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