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29/03/17
10:20
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Originally posted by Buzzrollb0b
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Oppenheimer1, my conversation with Tony about Grupo was a while ago. A short time after they did their last financing. One of the things he told me about the MDP property was that about 20% extended onto Groupo and that 20% seemed to be lessening in mineralization so I haven't asked him about that again. I dont know if TECK's plans are aligned with Azures as far as Alacran goes so maybe that shareholder uncertainty is the reason for the drop in the SP. Nevertheless what they have is still a marketable commodity and the public sentiment is not an accurate barometer for its intrinsic value. I gave up speaking to Tony because I got to the point where I was speaking to a Disallowed salesman and not an honest spokesman. Here is a name to keep in your notes. Tim Coughlin! About as honest of a geologist/CEO you will ever come across. I made a lot of money with his grassroots Amulsar deposit when he was with Lydian International. Now it's not a worthy investment since he's moved on because of the stream financing they went through but he always eats what he kills so to speak. He is in another grassroots play in Colombia with his new company that could be a very interesting one. He is a master PR guy. Anyway I am babbling here and the only reason I brought his name up is because that was the initial sense I got with Tony but the more I spoke with him the more I felt my initial impression was wrong.
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Ok thanks. I suppose Tony has played a reasonably straight bat in his personal communications with me so far but I'm certainly aware many of the successes the co has enjoyed to date (selling company vision to major shareholders, orchestrating JVs, executing CR at POG high-water mark etc) have been triumphs of marketing rather than exploration or operational outcomes.