I also hold AGM, about twice as many $$ worth as MCR. AGM seems to be a relatively low risk operation (all mining carries risk etc) compared to most other Kambalda type nickel operations and its costs will be very low so think as they get closer to production they'll outperform MCR from here. My nickel stocks were approaching 50% of my portfolio and I only sold some MCR as I wanted to reduce my overall nickel exposure back to 40% approx. Also hold some AUZ as more of a spec play as they are pretty high cost, short mine life etc but if they get towards 15c I'll let them go...
Regards Arbroath
MCR Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held
