Ann: Precious Metals Summit - Investor Presentation, page-22

Hi LiWeiXie

I doubt it is a substantial holder ... but AZS has 1.6B s.o.i. ... can easily be a large trader. I also bought today and soon after the bid was hit ... c'est la vie.


I don't think AZS is factored in with anything but itself ... PoG doesn't seem to influence the price up/down.

After posting above... I started to think a bit about Alacran... Teck is leaving it awfully late in the day. They recently let go of a nice bit of pasture in Q'land [I think..can't remember where I read it]... I haven't asked AZS if there was any penalty for Teck if they played a bit of 'dog in the manger' but if they don't start drilling soon my guess is they won't... full stop. Will they pay up $2M or decide to walk?? could be interesting.