sudden drop, page-8

On the AZZ site there is a new report from Peter Stracham , interesting reading .
My understanding is that JC and PS new each other when they were young share brokers ??

the other thing I noticed was that at the end of the publication, they declare the stock holding of various companies , AZZ was always under Large holding , on this report there is no mention of AZZ .

If I have overlooked , then I stand corrected . !!