As you probably know I am in both MCR and AGM and happy holding both of them for different reasons.
MCR is imho better for now as it produces and maked the dollars right now with the high prices. I also trust the management having been in MCR and TYC for a number of years and know what the management is all about. With MCR continuesly making new deals and aquiring more exploration ground rich in Nickel I can see a real growth story emerging , one that the market has not given a value. This will change imho and with some good drilling results and Carnilya Hill going in production we could look at a much higher Market Cap.
AGM is a real good growth story and a must to have for all those who believe in the Nickel story. I am not very familiar with the management of AGM but reading so far they look like a can do team. The deal with the Chinese take off agreement is testymony of this.
So I got both MCR and AGM for those reason and for further upside in Carnilya hill I also took a parcel of VRE. Further more I have LIM as they have a good history and increasing their Nickel production year on year by approx 33%.
The fundamentals are in place for the high Nickel prices to stay with us, so lets see if those fundamentals are going to win from a nervous market.
You know which way my bet is.
Good luck
jojo
MCR Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held