I almost sell all my position too this week, getting very impatient. But, I did some reading & make me think twice selling my position. Huge employee benefits is caused by CIA staff disbandment in troubled Sino. But, I found 2 promising progress that worth much more than Sino. AZG Investor presentation should be out soon, there 2 should be highlighted.
1) Marengo: Completed DFS in March, moving into ECP (NFC/Arccon & MCC will monopolise this whole project, worth $1.42 billion !!!!!!!! yes read it)
2) TNG mining: DFS is progressing & completing in end of 2013, ECP will follow soon (NFC/Arccon will monopolise this project due to Chinese funding, see pg 29-30 under PROJECT DELIVERY)