I've got a sizable position in AGO, but I have to confess that I bought in six months ago due to the lithium synergies. That said, I was reading a Bloomberg article the other day about India tripling it's steel demand under the current government policy of infra structure renewal. Have the iron ore folks here taken this into consideration, or will this have little or no effect on AGO? I'd be happy to hear anyone's thoughts if it's pertinent. Thanks in advance.
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I've got a sizable position in AGO, but I have to confess that I...
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