AGO atlas iron limited
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to match ari&fmg it should 40 cents. , page-9

  1. hardmano
    16,390 Posts.
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    21/05/14
    10:14
    Post #: 13393497
    Green Tint

    Matt's comments on mine life and port assets are valid. The market is forward looking and with ARI it sees short mine life, limited resources and port access compared to AGO.

    I am patiently waiting for AGO to bottom having hedged when it fell below $1.00. So I currently have no "bias" but I do want to be long when the "imminent" news is released, and I see very substantial upside with rail and mine JVs (IO price willing), so I'm watching very closely.

    H
    AGO Price at posting: 72.7¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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