Rio - Why didn't they opt for AGY?, page-87

Dear Frank,

Clearly this is not a stock for you then. That’s fine. Go chase whatever it is that you do actually like.
Btw, this has been discussed and spoonfed by myself and others before, and if you think readers here are so stupid to believe that the value of our Rincon project is limited by the base case production estimates and pricing noted in the PEA, then perhaps this investing thing isn’t really your thing.
Those of us that have examined the sensitivity of revenue/earnings/NPV to production rate, LOM and product pricing, understand the opportunity that is presented here. The company itself has even presented multiple scenarios and sensitivity analyses, but you have clearly not bothered to research deeply enough to find or comprehend this information.
Perhaps you hadn’t noticed that spot prices are currently AUD$50k+ per tonne, and estimated mid-term contract pricing has basically doubled from forecasts about a year ago.
It’s highly convenient for a blatant stock basher to ignore these key factors.

80% of your entire post history on a company that you despise? Sounds legit. Lol


No regards,
GC