Think AGO is being suppressed for accumulation because of significant re-rating come FMG rail deal being announced.
Until such time, AGO is a 12MTA trucking operations capped.
After rail deal, a 46MTA (port allocations utilizable) and stranded resources now worthless can then be valued.
MGX (I own) is a good yield stock but not much growth prospect (bit of an understatement).
GBG (I still own a few shares in) was so battered any rise is just a dead cat bounce.
under performer, page-2
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