AZS 0.00% $3.69 azure minerals limited

Ann: PAC Partners Research Note, page-14

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  1. 41,375 Posts.
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    Yes Dolc. , as you say !
    More good vol this morning .
    Most of the current hype I feel is based on the 2 new projects and while this may prove to be justified I'm more interested in Alacran personally .
    Alacran has the potential scale that the other two (probably) won't match !
    I might get jumped on for that comment and I'm not saying the 2 new projects can't be economic just that I think Alacran is still the most significant part of AZS and what particularly attracts me to the stock .
    And when they do finally develop, AZS's share of CAP EX won't be as cripplingly dilutive as it otherwise would if they still had 100%.

    Was waiting for that post to get moderated this morning ....had to happen !
 
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