Option 1 in the absence of any other information would be a very bitter pill to swallow. If nothing has progressed re DRC and our dispute, thats exactly what ICSID is for, we have kicked the can for years already. DRC need to make a good faith gesture to AVZ shareholders (reciprocal to what AVZ did when agreeing to the temp pause) if we go that way.
Prior to US involvement at the scale we are seeing I would of Agreed, now I am not sure what NF has been working on to bring it all together. Also, AVZ does not have any peers. Its in a resource class of its own (often omitted from other resources presentations because of how much it distorts there's).
AVZ Price at posting:
78.0¢ Sentiment: Hold Disclosure: Held
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