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495 Posts.
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03/04/12
20:57
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GLB
imo You can never be seen as idiotic if youre prepared to explore the balance sheet and do DD.
In your case (ie when your making a genuine effort) the only stupid Q is the one you dont ask.
I am keen on this co but have been out for approx 9 months after shifting strategy based on macro factors (currently weighted heavily Gold stocks).
I'm still following ASZ very closely as I will re-enter sometime near to medium future.
I recall a few acquisitions last 6-12 months--might have put a strain on cash balances??
Perhaps some of the resident ASZ holders (Starr, Mike Mennell, Stefanis etc) can be of further assistance.
Cheers
Couchy
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