july pivots, page-75

Hey team AGO. I reckon the planets are aligning for AGO. It is bad news to try pick a bottom as everyone knows the consequences of that but... I think AGO was in the door so to speak before it closed for others that will have financing woes, no port allocation and ramping up too late in the cycle to benefit from high prices... I honestly think this company is worth about $6-7 billion once we have some clarity on the rail deal.. If tinkler can finance a $ 5.2 billion takeover for white haven... I know which company I would rather own...