Why is AGY the best Lithium pick over other ASX juniors., page-456

Just re-read Monday's announcement with a fresh set of eyes.

It's amazing that AGY will have finished the evaporation of it's STAGE 1 in 3-4 months.
This will actually bring in a small amount of cashflow with a high margin. Plus, the data from the result could launch AGY to another level if we all believe in PA and what he can do. Seeing battery grade LCE at 99.9% will be amazing!

NOW! Instead of waiting and waiting and waiting...STAGE 2 is finally underway.

When STAGE is done we'll have real revenue and profits with high margins that will support AGY's SP.

1650 tones of LCE at $12,000 tones is 19.8M U.S...I'll repeat...U.S dollars.
As, I've stated before I think AGY's net margin in ORE range which is 60-65%
You then apply whatever P.E you want to assign from 10-20.

Remembering that these ponds and the results would be re-used EVERY year.

All this is with-out any China deal on STAGE 3. which could IMO and many others opinion be in the 5,000-10,000 range. Applying the same margins as a floor.

Then there's Mina Teresa and Pocitos that "might" be kept.
4.5M isn't a lot if your MC is over 100M and you have China funding for STAGE 3 amounts.

I laugh hard when I look at AGYs MC compared to our peers.
There's no more TALKING about...it's happening NOW...as we speak.

GLTA

IMO
DYOR!!