Ann: PAC Partners Research Note, page-3

The analyst (who discloses himself as holding this supposedly 'highly speculative' stock, along with members of his family), must think it's worth it but he isn't giving all that much away about why, is he?

My observation of brokers is they rarely give the ordinary punter the heads up on their own moves until they are finished accumulating, a possible explanation for the sparse content.

I'm sorry I can't make it for the AZS AGM, I seriously considered doing a Tiger Airlines redeye just for fun,
but it's guns at high noon and reality checks at another AGM.

Meanwhile AZS is doing just great. (I'm loving the shift in tone in the latest preso)

To all true believers, this stock is going to deliver IMO. The 'highly speculative' question which I enjoy pondering is simply this:

how big is AZS going to become?

I think the analyst just might be concerning himself with that.