Roger was broadly neutral on AZG mainly because he hasn't had a great look at it yet. He did say that a lot of brokers have buy recommendations on the stock and were fairly bullish.
His intrinsic value estimate was 28 cents.
I sold my holding this week at 21 cents as it seems to be plateauing a bit and struggling to break through this level convincingly.
I'm gonna keep an eye on it though and maybe looking at it in advance of next earnings results.
AZG Price at posting:
21.0¢ Sentiment: Hold Disclosure: Not Held