I called the bottom at 4.2c (check my post history on the SCI boards) and have done quite well there.
AGY is a far better value proposition for me. SCI's lithium is extremely prospective at this stage. SCI is all about the Zinc for me with Lithium creating a little extra FOMO / Hype.
AGY HAS the lithium, has set out a course and plan with announcements that can rerate
MC at any given moment.
MC is currently 18M @ 3,6c. Should be trading between 25M - 30M at this stage when compared to peers.. I will be topping up if it falls below what I consider fair value and it suits my risk reward appetite here. The fact PIO for example trading @ 40M MC is a complete farse. Any yes, I've traded PIO a number of times for some nice profits.
