Your probably right Trav. I guess I look for worse case scenarios since there is so much pushing and shoving manipulation at that top level. Particularly when China as a nation operates like a business. A govt in Oz couldn't order mines and steel mills to close. While there is strong demand then that overrides and reverses any downplaying if any.
On the bigger picture I'm with you mate, while AGO is making good profits and hopefully hedging is being managed better then debt free soon it's a great investment.
AGO is my best stock this year along with CZN.
fair value for AGO, page-186
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