sorry to drop in on this line. Haven't followed Atlas closely for a few years.
Correct me if need be, but my understanding is that at current market cap especially, AGOs real value to a predator is its share of Port capacity, which would be cheaper to simply buy AGO than build the same port capacity from scratch, regardless of resource.
Again, please correct me if needed.
Thanks, sid.
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huge re-rating coming !, page-36
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