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dolcevita

30,419 Posts.

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16/08/23

10:42

Post #: 69365210
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Originally posted by dolcevita: ↑

Well it did have the Creasy factor because he is a cornerstone investor of AZS. And Tony and team showed remarkable agility and lateral thinking already with the silver and gold at Alacran in particular.

A key point to me is that not so much that AZS got the Creasy tenements when Covid19 became impossible to operate in Mexico, because undeniably hat's when things really began to shift.

But my point was and is, he wouldn't be offered them in the first place by Creasy unless he and the AZS team weren't held in such high regard.
It's not a random accident that Creasy entrusted them to bring those tenements to fruition.

And they were initially staked by Creasy for nickel (the gold ones are still in the back pocket but this time of AZS's back pocket).

But just as Tony R did a second look at the Cosmos anomalies which didn't look all that interesting at first glance, and took another look at the hills at Alacran and pivoted to silver when Teck were all about Cu, he did the same thing to decide to pivot to Lithium at Andover.

At what point he decided to do the latter is unclear, but I've always backed the expertise of him and the team.

My point is the talent and prospectivity was already there in Mexico and it should have lined up better, but as Creasy says, prospecting is a numbers game.

And as Tony R has previously said after Cosmos discovery: I think I've got at least one more major discovery in me.There are different ways of approaching investing but I value talent very highly indeed. And as I said to Tony R after a preso back in the old days, that
I back talent and when you add a prospective tenement to that, you just have to add time and things will unfold.

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out of time edit:

[ Tony said at interview says he was reviewing sampling results from the team in bed one night and decided to ask them to look for Li. exact timing unclear]

AZS Price at posting: $2.49 Sentiment: Buy Disclosure: Held
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