Fair amount of emotion in your posts too, but it is up to you how you portray your message.
The point I have an issue with is the suggestion that BHP can continue to produce below Atlas'a costs. This simply does not make any sense at all. BHP's economy of scale will not bring down their costs enough to make that sustainable.
Selling at current prices could be a cash-flow issue or whatever but I strongly doubt that the current ore prices will stay as they are for very long. Demand is low but the cycle will rebound and Atlas has the fiscal strength to ride it out for at least 24 months, if they make even 50% of their sales targets.
If the world is still in crisis in 2 years time then an apology to you would be in order but until that time I do not think that failure, of Atlas anyway, is a likely scenario.
AGO Price at posting:
55.0¢ Sentiment: Buy Disclosure: Held
