@strauss I followed you here from AZS - your looking at both from a new project perspective. But I am struggling with this one.
Surely if you compare CAV which is an empty shell, with AZS with its two projects with proven resource already in JV or packed ready to go, and Klaus with Tony (both highly accomplished geos) you would put your readies on Tony. And then there is the cash situation!!
I just don't get it yet.
And @rodb posted this about Klaus and his new project 3 months ago
https://hotcopper.com.au/posts/23290388/single
Cheers.
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