poised for breakout ???, page-7

Just some thoughts:

I believe that the risk for AZG in respect to their alliance with their Chinese partners is very low because of the cross cultural and language barriers. A western engineer firm is very advantageous for the Chinese and vice versa. There is a recent article on the net stating the cultural barriers with MCC and the Sino Iron ore project.

AZG should be a multi year investment time frame. Why? because of their two up coming projects, Citronen and Yandera. Yanderra is a inferred 3.6 Billion pound copper project with gold, silver and Rhenium by-products with an estimated 20 year initial mine life. Citronen is even bigger and production costs are projected to be cheaper then global peers. Will they go through, I believe Yandera will go through more then Citronen and that's all that needs to be done to make me comfortable.

If we think about it logically how does a small engineering firm build a reputation and brand? It builds the biggest most renowned projects all under budget. Well they got the big projects now they got to deliver and that is where the money is to be made.

Whats that? You say that China will have a hard landing. I say so what! This should be a multi-year investment. Yes margins will decline but hard environments root the weak corporations from the strong. This will mean consolidation which I think is good for AZG. Mergers and acquisitions for AZG will mean new relationships which will mean new project leads. This is pure assumptions but just to get the point across. VMG and AZG both worked on the Sino Iron ore project and hypothetically if they combined AZG would get a access to VMG's Rio Tinto relationship as well as others. LOL but VMG has a track record of not delivering.

The coming year will be very interesting for AZG in terms of its growth story. Time will tell. Please note these are my thoughts and should not be taken seriously. I have just started my investing journey and so am usually wrong. Wow what a rant LOL