The Rio decision pivots Azure from being more of a PM play (notwithstanding potential for porphyry discovery at Alcaran) imo. AZS becomes a more compelling investment for those anticipating a post inauguration trend reversal in equity markets (like myself).
What I fear most is a long period of radio silence from Tony & Co as they explore opportunities and consider their options. Prolobged uncertainty and lack of direction will push the SP down further. Hoping for a meaningful update next week
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