Running Commentary on the SP Movements., page-17751

Ok ...Expect we have a delay in drill results being reported due to the Geo's on site having to tidy up and then having to roll out the red carpet (or more likely red straw mat) for out Chinese guests who I expect are dining in Manono today and the next few days. The issue with drilling so many very large intersections (200-300m) with many rig's operating is that the Geo's will be run off their feet with having to visually analyse and catalog every meter individually, box and prepare for transport. Having to tidy up and act as tour guide /entertainment director for a party of high rolling Chinese investors will interrupt proceedings somewhat. But all for the greater good if they like what they see and invest heavily which is likely.

On another note the share price has been softened somewhat by overall market weakness over the last few days which is unfortunate timing however I suspect with the strong swing back in US market over night risk off has diminished greatly and risk on has returned, ie, we will see strength return.

Also noticed, as some have mentioned, some hot money (which we don't want on register anyway) may have exited to chase Cobalt rainbows of a few runners over the last few days. Which is inevitable given the messiah like following of Klaus and to a lesser degree AG involvement. But I feel some of these seemingly gold laden rainbows will turn out to be just that and evaporate away especially for the late comers as they are wildly overvalued right now given projects are either yet to be named or have not passed Due Dil. How many of these project will turn out to be the largest in their mineral class?

No for my money AVZ is the the surest thing going at the moment its cheap relative to recent trading right now, highly likely to be sitting on the largest spod resource worldwide, has a several drill rigs running in the thickest part of deposit, assays outstanding now overdue and has large birds of prey (suitors) circling for JV /takeover? (some literally on the ground right now).

If any stock on my watch list is primed for a strong move north it most likely will be AVZ. Personally I think the risk of "not" holding, given an Ann could come at any time, is higher than holding right now.


All is IMHO DYOR