valuation discussion thread, page-6

Logical discussion there andrew. Well done. I actually spoke to a senior trader at one on those companies above.
He reiterated AGM was "FOR SALE". It is only price that there is disagreement on. He thought $1.15 unconditional would easily get AGM and it would be a swift takeup from the instos as well.
I was the poster who mentioned the strategy to sell AGM and buy ZFX. I have bought ZFX on market at $10.10 and more at $9.60. WHEN (not if) ZFX acquire AGM, they will have got a reasonable nickel play and the diversification from zinc will add value to ZFX shares in the long run.