Valuation, page-15

I just worry about a few things on the AVL (yellow) front. 1: have not been good with timeline commitments in the past. 2: Seem to focus/discuss credits when V should be the primary focus 3: Have had a massive head-start to TMT but are already behind. 4: TMT's resource seems to lie closer to the surface.

Now none of what i have stated are deal-breakers and nor should they be, both resources and management are world class and capable. If i had to pick my front runner though i would be working by the points i have made above.