aut on trading halt, page-6

IP

I generally get away with mentioning any stock I like as long so long as I includessome form of fundumental comparison.

IMO what matters most is the play. Potential JV partners are relevant to the extent that they can bring something to the table such as an available drilling rig.

In this game little game, constant comparison of peer oilers operating in the same juristiction is absolutely essential (regardless of whether or not one is wise enough to diversify their portfilio a tad). I had AZZ on an outer watchlist, entered on the dump then doubled my hold at the previous bottom.

The game has changed considerably since the pre-GFC days when forum posting rules were generally set. These days you could spruik the "potential" of other O&G stocks all you like but the impact will be NIL because O&G "potential" is not assigned much value by the market.

AZZ's US based ASX peers are all in the same SP boat. Just my opinion.



cheers