The Brains Trust, page-10223

Hi PB

AVZ has the monster sized resource...something which has me wondering is the greed factor. Who is going to end up owning it down the track?
Holders seem to think the Co will be taken over but to my mind I can't see why the Chinese won't just gather it up by stealth... the project is possibly one of the World's most geographically isolated deposits ... it requires huge infrastructure developments [which somebody has to pay for and get their investment return]. I am just going to watch and learn on that one.... I am expecting multiple CR's with current holders being diluted out of it over the next few years.