FYI: AGY announcement that the DD is delayed with their QQ deal hence the retrace this morning. It seems like a predictable issue, given the size and nature of the contract. Some panicked retailers have sold down; subsequently some big money has bought, giving me some confidence that the deal IS going ahead, it has just been legitimately delayed. Might be good buying sub-20c..? Time will tell. Watch for a rebound towards the 1st of October for further indicators.
