BGS in TH re: PFS - could be great, and might really signal a turnaround for ver 2.0 of this company post corporate-restructure etc.
AGY TH - very simply-worded TH Ann which may or may not allude to a bigger deal being done. We’ll find out some time tomorrow. If it turns out well, consider LiBoom 2.0 in full swing (pair with global FA & recent announcements such as PLS + Great Wall) and anticipate deals or JV’s to be negotiated (or re-negotiated) across the sector as companies vie for supply.
