yeah aud looks like steering ago june qtr to a decent profit. if ago has contracts in place at previous prices all the better (70% contracted for 2013?). i'm no accountant but ago cost/price assumptions intrigue me. there seems to be plenty of differences on hc. although asx hasn't raised any concerns re ago march 2013 report. no debt atm, looming rail deal, aud $90?, 10 mt during sept qtr, 12 mt in december + admin costs down from 7 m to 3 mil. looks ok. sp 77.5 cents - ......g joke!
AGO Price at posting:
77.5¢ Sentiment: Buy Disclosure: Held