ARI
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AGO is different in that it has a transport cost issue (but only...

  1. JGunter99
    6,609 Posts.
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    23/05/14
    21:26
    Post #: 13409087
    AGO is different in that it has a transport cost issue (but only a small one..... ). AGO is, IMHO, operating below cost. Inferior product mixed with higher cost = disaster.

    ARI has a better product, a better transport solution but further to market geographically. Also, their port solution is far from great.

    I think 82 is a possibility but stick to my theory that it will hit 1.10 first. Let's see.
    ARI Price at posting: 96.5¢ Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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