AGY should have raised capital two years ago when Li price was...

AGY should have raised capital two years ago when Li price was ATH. But you won't find this type of criticism in the forum. Only the usual fantasies / stupid arguments.

I still have a positive outlook for the sector, especially when it decouples from China's hold.

But from a valuation perspective, the fact the 2ktpa plant won't be contributing to the stage 3 is a major drawback. But again, no intelligent life form in the down ramp side noting things like this.

In any case, the $30m raised for the 2ktpa were supposed to last for a couple of years and we are more than three from the raise. So management is doing everything possible and probably a good job.