It's a good read. The author notes that even in a bearish scenario with IO dropping to around 40 USD due to increases in supply, AGO should still make moderate profits.
Everything above that is gravy and currently sitting in the 70s. Sounds good to me.
Fingers crossed for a share but back. Would be a great way to create value for existing shareholders and reduce from 9B!
AGO Price at posting:
1.8¢ Sentiment: Buy Disclosure: Held
