Great business discussion, excluding the personal comments that...

Great business discussion, excluding the personal comments that add nothing.
Yes, I don't post often, but I read everything and sense this is an important discussion thread about AVZ's future.

I have been AVZ shareholder since early 2019 and have a large portion of my portfolio allocated to AVZ.
I believe in their story and management.

Lately I'm concerned like many on HC that the SP has stagnated on financing, SEZ and transportation reality.

I'm concerned of late with the ISIS violence in nearby Mozambique shown on my best effort of displaying the transportation routes on Google Earth.

The red line is from Cape Delgado-Mozambique where horrible ISIS violence is happening at this time.
It is 550km from the Eastern train route to Dar es Salaam.

I haven't seen anything from AVZ how they plan to secure the train routes.