Yes 8horse. But at times you find risky investment vs no brainer.
When I was buying FMG (as you advised you were doing the same), it was no brainer. Reason - their cash cost dropped from $80+ to $13. They were at the lowest end in terms of C1 cost and were still making money.
But AVZ, it’s not a no brainer. But I agree to put this discussion to rest as it’s AVZ thread.
Cheers
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