About a year ago, I did a thread on Akora (AKO) VS Hawsons (HIO). At the time, Hawsons were sitting at $0.40, after being $0.18c a few weeks earlier. AKO were $0.31c at the time, and have come down 50% since then.
Hawsons went on to hit a high of $1.08c before the realities of their situation, and many of the things I called out in my post, came to be realised by the market.
You can read that thread here - https://hotcopper.com.au/threads/akora-ako-vs-hawsons-hio.6687857/
Today I am starting a thread on AKO VS MGT, and whilst I haven't done the same amount of upfront research, I think I can take a superficial look, and will be happy to discuss with people who have opinions about either company, or the Iron Ore market in general.
There are a number of recent threads that I will refer to, but the most recent investor presentation is the "Ann: Premium Iron Ore Presentation - IMARC Conference Sydney" from 2nd November 2022 - https://hotcopper.com.au/threads/ann-premium-iron-ore-presentation-imarc-conference-sydney.7063831/
Other initial slide decks and threads that will be referenced:
Ann: AGM - CEO Presentation - https://hotcopper.com.au/threads/ann-agm-ceo-presentation.7103665/
Achieved Goals, Future Goals & Timeline - https://hotcopper.com.au/threads/achieved-goals-future-goals-timeline.7265363/
Ann: Iron Peak Mineral Resource Significantly Improved - https://hotcopper.com.au/threads/ann-iron-peak-mineral-resource-significantly-improved.7218895/
Ann: Quarterly Report 31 December 2022 - https://hotcopper.com.au/threads/ann-quarterly-report-31-december-2022.7202248/
Ann: Razorback Project Optimisation Studies - https://hotcopper.com.au/threads/ann-razorback-project-optimisation-studies.7180330/
I am going to follow the same sequence and structure as the AKO VS HIO thread, so you can view details of the HIO post as well.
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