Capman,
Agree, the story is that plain & simple.
Regardless, I wouldn't currently rate AGM a short-term buy, currently overhyped and risen too fast imo. At 70 cps you need to consider a lot of expansion beyond the 8500tpa from Avery before it compares well as an investment with the likes of MCR imo.
Good long term story though, so I will hold unless the exuberance gets ridiculous.
EL
not without additional risk as the grade is on the, page-22
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