Trichia,
Welcome aboard. I take that as a thoroughly considered position by yourself, as I recall you being cool on AGM a couple of months ago, in preference to producers such as MCR.
I think the Bluestone stuff falling over left a few deserting the ship, but I look to JML as an analog to how the AGM sp should respond (JML rising by steps prior to production, whilst poZn has been rising and mining getting closer).
I took a position at 33/34 a couple of months back, good gains, but have had better gains on MCR and LIM (the later 2 amplified by use of margin lending).
As most nickel producers have outperformed AGM over the last few months, in relative terms AGM getting cheaper. Meanwhile getting closer to producing and the nickel squeeze getting more recognised as extending into the first 2 or 3 years of AGM production.
Goodluck, but dont do an IGO on this,
EL
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