There’s been a lot of hot money pouring into specs over recent...

There’s been a lot of hot money pouring into specs over recent months. These macro palpitations while potentially short lived will put fear in the market.

I don’t see Azs running up to valuations of even a couple of weeks ago in the short term, unless we get some v good news from left field (Alacran)

On the other hand, dissapointing Alacran results and/or a low ball cap raise announcement could push us well down into the 20s. This is a pivotal time for the company.