I would agree, AGG is a good buy. I made the mistake of selling a parcel too early. Perhaps another opportunity will present itself.
@Ophir
In case you were unaware, AGG is trading CDI's at 5:1 on the ASX. 5 CDI's to one full share. It is then more expensive than NCM, but obviously not comparing company value. AGG produces approximately 4 MOz. per year. NCM produces approximately 2-2.5 MOz.