something fishy, page-16

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scrabble1

5,852 Posts.

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14/06/18

13:48

Post #: 33709975
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Originally posted by asx_dude ↑

In my opinion:
Roy Hill is not a major and if Gina elects to take over AGO on better terms, then why not, it's no different to MIN. This SP fall is another overreaction from nervous nelly investors. Glad the register has substantial holders now. It means the register will tighten up further. As interest builds the SP will finally start to continue to rise based on increased realised value, improving income as IO continues to rise LT and JV income flows (Lithium/Manganese), diversication opportunities are realised (Lithium drilling on its tenements) and as global commodity fundamentals improve. Onwards and upwards folks.

Im looking forward to AGO merging at the best price with investors reaping the rewards of its many upside opportunities.
It's about time the market realised AGOs full market potential and beat a positive drum to AGO. We are talking about Aussie company, Aussie workers, and Aussie investors. Hence why it's pilbura neighbours are jumping all over AGO. The window is closing and as the commodity recovery takes shape as other industries fall from the inevitable inflationary environment in a debt ridden world, AGO and it's diversification and Pilbura potential will be a force to be reckoned with.

Good bye AGO history.
Hello AGO / ? Future......?

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Yep Roy Hill only ships 30% of what FMG ship. Hardly a major as you say. If listed its mkt cap would be less than MIN given they are considerably geared. She will get more economics of scale at the port than FMG whose berth is not alongside NWI.

Much easier for Gina to mount a case with the govt than FMG but that is not to say FMG are out of the running.

AGO Price at posting: 3.7¢ Sentiment: Buy Disclosure: Held
12 Upvote

1 Great analysis

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