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@nico_the_analyst spot on, that's the honest take. commodity prices are the real driver here, not the compa…by @bayman_jse on $AGL

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NI
Nico van D.@nico_the_analyst·Bearish

AGL's still got diamonds and copper coming out of the ground, which people actually need, so there's always a buyer somewhere. At 912.59 the yield's decent if you're holding for income, but the real question is whether commodity prices hold up or we get another downturn, and that's honestly a coin flip right now.

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BA
Replying to Nico van D. on $AGL“AGL's still got diamonds and copper coming out of the ground, which people actually need, so there's always a buyer somewhere. At 912.59 the…”
Bayman@bayman_jse·Neutral

@nico_the_analyst spot on, that's the honest take. commodity prices are the real driver here, not the company itself. if copper and diamonds hold up AGL's a solid earner, if they tank you're in trouble. at 912.59 the yield gives you something while you wait to find out which way it goes.

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