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iShares Core US Aggregate Bond ETF V.AGG


Primary Symbol: AGG

The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index composed of the total U.S. investment-grade bond market. The index measures the performance of the total U.S. investment-grade bond market. The fund generally invests at least 90% of its net assets in component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the economic characteristics of the component securities of its underlying index.


ARCA:AGG - Post by User

Comment by jdn55on Jul 31, 2014 11:07am
123 Views
Post# 22798463

RE:RE:RE:RE:RE:RE:RE:RE:AGG facts and valuations if they deliver - big time upside

RE:RE:RE:RE:RE:RE:RE:RE:AGG facts and valuations if they deliver - big time upside BP, We seem to go in an endless circle of repeating ourselves and restating the obvious. Frankly it's tedious. We all know AKG is fully funded and AGG isn't and the risk of AGG dilution so why repeat it again. Currently there isn't a lot of difference in shares O/S and I very recently posted my opinion on how much dilution AGG would incur to get to production. I admitted I may not get it right but that's my guess only. As for when they'll both mine I'm still saying they'll both get to production around the same time and there is a CHANCE AGG may get there sooner, assuming the FS supports what has been postulated re: very simple, low cost mining circuit. Ever heard of the leap-frog concept??? Both AKG and AGG have a lot execution risk left in their respective projects and I would state AKG's risk is higher given it will be a much more complex mining circuit. That risk is mitigated somewhat though in that they do have a very proven management team. Re: SP, that's all you and GD fixate on instead of cold hard data that's right in front of your eyes. This reflects your trader's mentality. That's not a criticism. It takes all kinds to make the markets turn. AGG is not a traders investment unless you have the patience to trade the larger swings in momentum which I have had the good luck to do. The lack of volume with AGG goes back to my comments re: AGG not being a good investment for traders. It's too illiquid except for brief periods. The true payday for AGG may not come until they're in production although I'm hoping we'll get a least a pop into the $0.30 - $0.50 range with a release of a positive FS. Admittedly there is a risk they may not, especially if management doesn't develop a comprehensive IR strategy and execute on it. These guys will have to think outside the box on that front in a lot of different ways then just talking with the same old bunch of burned out brokers who have had the shiite kicked out of them in the last 3+ years. Re: price targets, I do my own analysis and I don't care what analysts say but I do agree you have to get some of these firms writing you up. This goes back to IR/promotion strategy. Just a suggestion for you. Instead of looking at the current SP all the time why don't you try to look ahead and see what Kobada may cash flow. All the clues are there. Goldencrane has been a gift to this board with his recent analysis. It's only one person's opinion but it certainly jives with everything I've heard. It's why I've made such a large bet on AGG and continue to buy at these levels when I can. GLTA
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