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  1. #1
    F.A.B. Huang Chung's Avatar
    Join Date
    Dec 2006
    Location
    Brisbane, Australia.
    Posts
    2,269

    Default Atlas Iron (AGO)

    Boardroom Radio interview on the Giralia takeover.

    http://www.brr.com.au/asx/AGO/atlas-iron-limited/

    Disc: Holding AGO, GIR

  2. #2
    Member
    Join Date
    Apr 2007
    Posts
    223

    Default

    Welcome back on board HC
    The takeover has been a great Christmas present. Like you I still see tremendous value and 25 to 50% growth in the next year is a distinct possibility.

  3. #3
    F.A.B. Huang Chung's Avatar
    Join Date
    Dec 2006
    Location
    Brisbane, Australia.
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    2,269

    Default

    Atlas presentation to the ASX Small to Mid-Cap Conference in New York.

    http://www.brr.com.au/event/77434/at...ce-in-new-york

  4. #4
    Corporate
    Guest

    Default

    Hello all

    I have crunched some numbers very quickly this afternoon to gain a reasonable expectation of what cash flow and profit we can expect from AGO as we ramp up to 12 mtpa.

    It certainly isn't an exact science, however, I have taken the major assumptions (cash costs, royalties, depreciation) from AGO presentations.

    Suffice to say, AGO have very quickly moved to 8mtpa. 10 mtpa follows by June 2013, shortly followed by 12 mtpa by December 2013.

    I don't think many have really caught on yet.

    Remember this doesn't factor, ramping up to 15 mtpa by 2015 and 46 mtpa by 2017. This upside is priced at zero in my opinion.

    The crown jewel is port capacity of 46 mtpa.

    Anyway this is only a first crack and I'd happily take any points on board.

    Cheers,
    C



    AGO cash flow and profit.PNG

  5. #5
    Senior Member
    Join Date
    Jul 2008
    Location
    North Canterbury
    Posts
    925

    Default

    Hey Corporate,

    Happy New Year!!!

    I have watched AGO for a while and was lucky not to buy in at $1.15 a few weeks ago as was keen. Managed to buy on the dip last week at 92.5 cents and very happy after yesterdays move. Looks very solid and with production on the increase and much of the product sold for the coming year it looks very solid. I am happy that they have their cash costs under control. However, I will may exit at some point soonish if the SP were to spike another 15-20% from current levels.

    Cheers
    Gaz

  6. #6
    Corporate
    Guest

    Default

    Well done and Happy NY Gaz.

    I'm holding AGO until at least when we hear about the rail deal. This will unlock a huge amount of reserves and could potentially transform AGO into a significant player.

  7. #7
    IMO
    Join Date
    Aug 2010
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    Floating Anchor Shoals
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    9,697

    Default

    Thanks for sharing your spreadsheet Corp. Even at $100 tonne AGO looks great!.

  8. #8
    Member
    Join Date
    May 2004
    Location
    Auckland, , New Zealand.
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    108

    Default

    Can someone please explain to me why AGO dropped 10% today on no news that I am aware of?

  9. #9
    Member
    Join Date
    Mar 2013
    Posts
    360

    Default

    Quote Originally Posted by cloggs View Post
    Can someone please explain to me why AGO dropped 10% today on no news that I am aware of?
    most mining stocks dropped by about that aswell.

  10. #10
    IMO
    Join Date
    Aug 2010
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    Floating Anchor Shoals
    Posts
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    Default

    Fears of slowdown in China with consequent Iron Ore prices drop.

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