http://www.theaustralian.com.au/business/harbinger-leucadia-sell-fortescue-stake/story-e6frg8zx-1225839330305
Article relates to FMG but go to the end for the important part for AGO.
RBS has upgared FMG sp by 26% based on the strength of expected iron ore price rises. This must filter through to AGO as well.
BR
Max