I wouldn't worry so much. Our affiliation with ML helped us get here in the first place. AVZ rise to 16.5 from circa 8c on one drill hit in just a few days and in anticipation of similar hits was always highly speculative hence the correction. They could get there again but those buying at 12c + were gambling. Completely different story to the steady, measured rerate that has been taking place in AGY over the last 18 months.
Benign Banter & Price Predictions, page-97
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