lol, don't follow me, I'm lost too!!
Actually I have long held and traded AGO, I liked the gung-ho young management. Energetic and enthusiastic. And their simple good story. And their good relationship with FMG. The price is the price, and its not good, but I still have faith in AGO, unlike some of the others that were hot but have now basically died, like FMS and ARH (Clive Palmer's baby, RIP)
AGO hit 68.5 in June, so if it got close to that I would say all bets are off and its goodnight nurse. But I'm not too worried about that.
The upheavals in the Middle East will serve to remind our customers just how stable and reliable Australia is as an Fe supplier, once we get past Sep 7.
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