Not expecting over 4c on AGO but i do think most commodities will do well as USD get's smashed over the next few weeks or months, here is why is short: Trump Tax looking shaky & may be held of for this year, Alan Greenspan last night said bond market is in a bubble ( he also said the same about housing just before last GFC ) , the USD going down & a early flight for safety to commodities suggests big money are looking to hedge.
Will have a few more weeks of gains then will need to asses holding out over the next few months or cash out & buy back late Sep/Oct.
As for IAM, well, reality will always catch up & cash is king.. Will be a year off at lest from any meaningful revenue IMO, but since it's kicked down, it will now be on my WL.
