With all the hype and posts last night I was thinking the same.
Is AGO not down on tonnes hence has excess port capacity?
Have they not already signed agreements to ship lithium and Manganese?
There is no real reason they (Twiggy and Gina) cannot control AGO, use their rail infrastructure to reduce AGO C1 costs, use the current excess available capacity until AGO volumes pick up/ iron ore price improves further and profit from their interest in a more profitable operation, thus using the tax credit too.
AGO Price at posting:
3.6¢ Sentiment: Hold Disclosure: Held
