Interesting on pg17 of half yearly it mentions some assumptions that were not in last half yearly. The one that is most interesting is the discount reducing from 40% to 23% by Feb next year. Not sure if this is completely macro or if the premium product has something to do with their assumption of the discount narrowing by this much in the next year.
It does mention also finalisation of the mine gate sale agreement has been factored into forecast. Given pls news tonight, it should also help ago maximise value from this. Well one could only hope
AGO Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
