Roger has recently been a bit bearish on the mining services sector as a whole (reasons cited are too crowded as a sector etc). It'll come down to the relationship with the Chinese companies to make Roger buy AZG, I don't think he'd even look twice if it didn't have the Chinese backing (luckily it does!) due to his very conservative style of investing.
With or without Roger, if AZG hit's it's forecast revenues and profits it'll have a big rise.
AZG Price at posting:
21.0¢ Sentiment: LT Buy Disclosure: Held