The future of AZJ, page-248

lol diddycat, I'm as happy as Larry. Yes your option writing strategies enabled me to position well with AGL.
Now AGL goes to my bottom draw and I move onto other stocks.

Essentially AGL is a monopolistic type transport provider that should be trading at much higher multiples, but who's share price is being dragged down by its association with transporting coal and the ESG movement limiting fund participation.

Big position in my portfolio, but not doing any options around this, the price is too low, and I am not going to be called out under a covered call option writing strategy.

I am squatting and collecting my dividends until Mr Market has an electric bulb moment and reprices the shares.

lol as to coal, well I know own shares in all parts of the production process:
NHC and WHC as coal producers (but smaller positions)
AZJ: transportation of coal (large position)
AGL: user of coal to generate electricity (small-medium position)

All positions profitable (AZJ just very marginally though because of the recent price drop)