AZZ - turned from what looked like a safe bet into a walk in the dark, I decided to phone the CEO on his mobile in the US to find out some info, not the right way to do business, i'd have preferred answers via email rather than a phone number, lack of disclosure killing it, bounced off support a little since the buybackers came in a couple of days ago
RAD - good recovery, couple of directors are ex Polaris plus GIR, should know the Yilgarn well, POL was taken over by MIN
THX - strong turnaround
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