I have watched TR many times giving a presentation or answering questions. I would say he has a career in sales if this one stuffs up.
My impression about this performance....
I believe he is genuinely confident about Sara Alicia...
I also believe he is genuinely confident about Oposura..but... I think he might have overstated the case a bit. I can still see in my mind's eye the manner in which he answered questions about Promontorio and when he was outlining the infrastructure advantages available to the Oposura project I saw some resemblances. However, that was the only negative for me in watching the video.
Personally I am confident we are about to see a re-rate for AZS.
AZS Price at posting:
24.5¢ Sentiment: None Disclosure: Held