WWII readers will get the thread title reference, but it appears to me that the comparative quiet that has descended on AVZ is simply the result of plans being laid. Once the AGM occurs on October 12 and Huayou's strategic issuance of 11% is confirmed, the battle for AVZ will quickly move to the takeover stage. It's been foreshadowed by key commentators, suggested by LT holders on here, and matches Klaus Eckhoff's approach of Secure, Define, Sell. Some of those who can see what's coming - or have been briefed - are quietly accumulating, and when it happens it will be quick and complete. My only hope is that the buy in becomes urgent as October 12 approaches and that pushes the price, and thus the premium takeover offer, higher.
The Phoney War
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