URA - had them on watch a few months back after large shortfall, was expecting them to pump out the 50m shares purchased at 1.5c, links with Transocean (remember the ADO move at the start of the year?), been a steady rise so far
AZZ - todays announcement confirming cash, also expecting acquisition in Q1 2011, director reckons could be top 10 ASX oil & gas company by end of 2011 (they would need to be trading near $2 to achieve this) using peer comparisons of potential acquisition targets, a good buy and hold imo. Also buyback mopping up sub holders exiting, shouldn't be much left now
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URA - had them on watch a few months back after large shortfall,...
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