AZS Media related thread, page-965

What you mean is you can wait until we basically go into production, in like a few years... betting that it won't go unlisted in that time and a compulsory non scrip takeover initiated.

Who could do that? SQM but they're dead in the water and $3.50 is unrealistic given resource size this is shaping up to have plus location etc etc. Gina? She hasn't got the numbers and has stated she's after partnerships (so wants the resource)

Ellison? He's ruled it out wants the resource too.

A big outside consortium say from the US? Possible. But if you have large shareholders who want to see it go to production as continuing shareholders then they're LT blockers.

So as others are saying this is looking like big deals are being done to buy out the 40% Creasy thing and carve up the off take. A consortium could buy up the 40% plus the 13% Creasy and then not try to do a full takeover. Instead use influence on the Board and carve up the off take so everyone is happy. Including shareholders who may just happen to be in a novel situation of it working out for them.

This has been said many times but worth restating for newbies or the worried:
early in the Lassondee development curve means upside for retail investors if they have the nerve to hold. The reasons this is different to LTR are significant. But a lot of holders of AZS are ex burnt LTR holders and any doubt caused them to flee.
Gina and Ellison are the beneficiaries of that, isn't that ironic?

If the MR is impressive as we're expecting and keeps piling on more then the SP will be sustained in the next few years by buying from other sources like hedge funds, retail, and accumulators not finished yet. We are far from any orphan period like LTR was in, and it may never happen because of the location, utilities etc etc.

Glad I cancelled a substantial sell order. It's ok to take a bit of profit and have some liquidity in case of ...well whatever risk you didn't foresee.
But AZS is just so good.