AGO atlas iron limited
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analyst comments, page-26

  1. Legume
    5,583 Posts.
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    30/08/12
    22:05
    Post #: 10649681
    I've also heard that some of the mills have finally woken up to the fact they can pick up IO imports at a ~20% discount to domestic and are making the switch. Didn't take long, it's only been 2 weeks since IO import prices plummeted below the domestic prices.
    AGO Price at posting: $1.38 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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