thursday ta thread, page-22

domba007
You PE comparison is interesting but perhaps fails to consider other important issues. it would be appreciated if you could post your calculations for the pe of these companies. AGO had a maiden div this year. Perhaps a better guide would be to compare the PE of FMG in the year it issued its maiden div with AGO today. In other words I see some value in the potential for significant growth in AGO without debt. Another issue is that BHP, RIO & FMG have rail to port. AGO does not yet and it will be a long time before it does. So AGO needs some discount for that BUT this issue is being addressed by management.