I wouldn't compare to BCI, they have $80m in cash and they're earning $25-30m in profit a year from iron ore royalties. Mardie could not exist and they'd still be undervalued, at least in this world of high iron ore prices. (Disclaimer, hold BCI).
AMN is certainly going a bit wild though, I wonder if there has been a leak.
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I wouldn't compare to BCI, they have $80m in cash and they're...
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