Macro and sector considerations aside, I still maintain that AZG...

Macro and sector considerations aside, I still maintain that AZG is high risk in terms of its competitive advantage depend much on the alliance with the 2 chinese partners and key senior people. Like their maintenance part strategy. I do think it can go strong for a while, but at any time things can go sour just like that. So I only allocated a small position to it under my "speculative" theme... Same as forge, ready to sell once it reaches my price target.