petrohawk, page-24

OGG, hindsight is always 20-20. As I said when AZZ =47cents AUT=1.10, maybe now is the time to switch? Today we have AZZ 46.5, AUT 1.25, obiviously it was.

I don't think AZZ is doing much the next few weeks but who knows if there is an early bid. Outcomes in the next few months, well if brokers are anything to go by AUT brokers predict $1.50 short term (+21%), AZZ brokers 68cent (+44%).

So double the return on AZZ predicted by brokers,(is CGT really an issue when you make double the profit?) albeit higher risk imo. Your choice as you say. Could go either way. Short term (1-2 weeks) AUT to rise, AZZ to rise in 3-4 weeks when bidding closes. Just my opinion, can easily be blown apart by an early bid. Place your bets.