I must disclose I have been a steady bull on Atlas for over 2 years now and I believe that other potential bidders aside, Atlas offers GIR holders excellent short to medium term growth.
If any GIR holders are unfamiliar with Atlas watch some of David Flanagan's (MD) investor presentations. The passion he has for the company is always front and centre and he to date the only thing I can fault them on is that they haven't yet been able to sell off the 'Ridleys project' which has been stalled by the mining tax. Other than that, they have hit/exceeded all promised production targets and shown shareholders how they plan to achieve future ones.
The bottom line is while DF is leading Atlas (discounting a Chinese slowdown) it will continue to grow very strongly.... so if you believe the Iron Ore story still has some legs, then Atlas is a company that will give u excellent exposure to fully capitalising from that bounty.
GIR Price at posting:
$4.18 Sentiment: Buy Disclosure: Not Held
