AGO
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0.00% 4.5¢ atlas iron limited

Matt,We are in agreement for once.The existing trucked capacity...

  1. haemitite
    822 Posts.
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    01/01/13
    12:24
    Post #: 11239977
    Matt,

    We are in agreement for once.

    The existing trucked capacity of ~12mtpa would readily justify a return to the 4/sh mark with the short term price recovery, with horizon 2 access possibly available via FMCG rather than new infrastructure much more a attractive from a risk profile.
    AGO Price at posting: $1.79 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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