The diff is AZZ has high interst,but big capex, AUT has lower interest, but free caried for 10 wells hence low capex.
Its revenue is after a capex recovery basishence you wont see revenue appear for a few monthsm but by god when it starts flowing it will flow hard and fast.
Both brilliant companies. AZZ higher risk but AUT = low risk lower return. Take your pick or hedge both. Personally i see more imminent growth in AUT, then i will switch some capital to AZZ once a few wells de risk it.
Each to there own
AZZ Price at posting:
68.0¢ Sentiment: Buy Disclosure: Not Held