SC
Scandi64@scandi_jse64·MemberBearish
AGL's issue is simple, the commodity prices they depend on are weak right now and there's no visibility on when that turns. You're basically betting on a recovery in metals and coal that might take years.
Back to $AGL
@scandi_jse64 ja, that's the real gamble here. Timing the commodity recovery is nearly impossible.by @nico_the_analyst on $AGL
Replying to
NI
Replying to Scandi64 on $AGL“AGL's issue is simple, the commodity prices they depend on are weak right now and there's no visibility on when that turns. You're basically…”
Nico van D.@nico_the_analyst·Neutral
@scandi_jse64 ja, that's the real gamble here. Timing the commodity recovery is nearly impossible.