Agilyx Ord Shs AGXXF

My opinion, this is a strategy to keep stock price up

[MrHulot]

My opinion: This is a strategy between AGT, Watsa and maybe the largest shareholder to keep the stock price up during the commodity cycle downturn so as not to trigger any covenants. I don’t believe this will go private.

[4frankly]

market doesn't seem to believe it either

[Matlock]

Former AGT investor here, rode it down from $42 to $14, sold in July when the management buyout first became news. I think one factor to consider on today's valuation also is in the current pulse market, China has stepped in as a major buyer in the absense of India.  Given recent USA/China trade tensions which Canada has got sucked into, that may be reflected in the current price below

[when2buy]

This post has been removed in accordance with Community Policy

[Bookends]

If you figure that the downside is 4$ while the upside is 1.5$... Knowing that 18% of the total shares vote NO (with higher weighting in the MINORITY vote)... I would say that's quite an unattractive arbitrage...

[Freezerburn]

I own lots and voted no.

[Freezerburn]

..and will double down if the opportunity presents itself.

[WalterWhy]

My guess is that Management is watching the proxies that have come back so far and we may see a meeting postponement if the numbers don't work out as they want.

[SamRothstein]

I definitely do not think this is just a strategy to prop up sp.  I think CEO, Northpoint and Watsa are making a very smart buy at $18 a share and obviously they have the means to complete purchase with the shares owned plus Fairfax providing financing.   Only question is whether the vote goes through, which has now been scheduled for Feb.5th.   There is one large