Originally Posted by
Lizard
I am holding a few AZV. Has been very illiquid, but seems to be improving. Transformation from former TSH after losing TSV and now more focussed and will get the opportunity to prove themselves. Forecast is positive, but difficult to say how much... may be some upside from TSV liquidation and Sedco acquisition. Really need to prove themselves, but I figure there is potential value of 16-18cps here if they can continue to show growth and are able to improve margins and control expenses, so a punt on value and some positive signs.