Id say it comes down to management & AGC team (+having most of the Ural volcanics). For anyone that knows Glen, he LIVES & BREATHES discovery - one of the greatest MDs around (not just saying that cause I’m on an 8 bagger haha)
Tag that with Adam McKinnon as NED, who has something like 6 discovers to his name?? Including Federation and knows the Cobar Basin inside & out.
You’ve also got Cobar specialists like VD, CS in the mix. It’s a recipe for success, and by design (this is 1 of Glens greatest strengths).
No doubts that SERs Achilles 1 looks phenomenal, and AGC just laid down the blueprint for success & proved the belt can be economically mineralised. But a bit of a bummer when they have raised in the past to drill & didn’t.
just my 56 cents…
AGC Price at posting:
56.0¢ Sentiment: Buy Disclosure: Held
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