in 2017, ago is going to product 47Mt, that's more than what SDL's plan which is 35Mt, SDL needs to spend at least $5B to get a production of 35Mt. Compariably, AGO is presenting good value at current level, E/V is only around $700m.
In 2017, net cash flow from operating could be over $940m, (47M x $20/t), that's ground for buying for me.
fmg rail deal & brinsden blast over-reaction !, page-10
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