Post by Admin on Jul 14, 2004 12:08:31 GMT -5
The following is editorial commentary and the opinion of the writer. Therefore, your own due dilligence is the single greatest asset you will ever possess.
The Real Underlying Reason Azco is such a compelling buy at these levels...
If you like Real Estate, then you should love Azco: Simply put, it's a lot like owning beach front property. They're not making anymore.
The difference with Azco is, it's a lot like buying Real Estate 15 years ago, when prices were fractions of what they are today and not unlike Donald Trump buying that Wall Street office building he practically stole for a measly $1 Million that today is worth $400 Million.
The interesting point with Azco is that comparatively speaking the numbers are just as compelling, because arguably Azco is worth Billions based on the entire size of its massive 7.4 square mile sand and mica deposit with an estimated 100 to 400 year mine life to a proven reserve that has been appraised at between $167 and $212 Million by esteemed Geological and Geophysical valuation experts Mintec. So, adding Azco's proven 3.7 Million ton Feldspathic Sand's reserves at a very conservative $100 M values Azco at $300 Million.
To elaborate on these numbers and really put them in perspective and get a real sense of just how undervalued this company really is at current levels, when one considers that almost all of the 77.76 Million ton ore body contained within a near 7.4 square mile deposit is vendible, with the most abundant portion of the basic ore component being Felthspathic Sand comprising approximately 90%, that once processed, can command prices of up to $100 per ton for specialist construction industry applications: The already drilled and proven part of this massive deposit at just 5%, has a gross valuation approaching $300 Million and a net value near $100 Million. The estimated reserves for the sand alone potentially equals some 20 times that amount, ie: $6 Billion and $2 Billion respectively.
But that's not all, Azco may soon have a Silver lining and potentially a Golden one too, not to mention Platinum or even significant copper linings. Since W. Pierce Carson, PhD, former Geologist for Exxon Minerals and one of the World's premier Explorationists has assumed the role as President and CEO, he has publicly declared that he intends to redirect the strategic future of Azco to include the acquisition of high quality Gold, Silver and Copper resources that could add significant additional value to its already considerable Mica reserves and the unrealized value of its veritably enormous Felthspathic Sand reserves that could potentially supply the state of Arizona for 100+ years. And that's the other point... How many companies can boast reserves that will likely still be mined long after most of us are gone. How could such an opportunity like this go un-noticed for so long? Just ask 'The Donald' how smug he must feel about his acquisition on Wall Street that nobody could foresee. That has to be one of the best deals ever made by anyone and Azco represents a similar opportunity right here, right now, just like the building on the corner no-one wants: Suddenly everybody wants it...
Just yesterday, Donald Trump himself was featured on CNBC whining and complaining about the price of cement doubling and about how much he is having to pay "through the nose" for building materials, such as sand and stucco. Helloooo! Azco just happens to be sitting on one of the largest sources of stucco base in existence in the form of Feldspathic Sand, that with a little bit of processing and value added to it becomes a 180,000 tons per annum production output that can be priced very competitively and sold into what is fast becoming an insatiable 500,000 ton annual demand in Maricopa Co., Arizona alone, representing one of the fastest growing counties and metropolis in the entire United States, that get this, has to import almost all of its resources from California and Nevada at hefty premiums that have increased steadily over the past year or so due to growing shortages and "through the roof" transportation costs.
If you need any further convincing: Just over 6 months ago on Louis Rukeyser's Wall St., award winning fund manager of the $5.7 Billion SoGen Funds, Jean-Marie Eveillard, when asked what he was currently considering as the best new areas to invest in today, given the market's already meteoric rises in many sectors, strongly emphasized the particular attractiveness of stone quarries, mineral deposits and other in-demand raw-material resources, describing them as 'extremely valuable' and a great new way to insure one's portfolio with a longer term real assets type lifetime style investment at this particular time for the resource oriented decades ahead.
He also pointed out that many of these exotic resources are becoming increasingly scarce or even substantially depleted and how it is becoming difficult to develop new properties from scratch in certain areas, thereby rendering established turnkey properties such as Azco's even more valuable in light of this. How prescient he was back then in light of how things have unfolded to date with price rises.
Folks: The glaringly obvious for those who can see it is: Azco is not just a stone quarry. It is the "mother of all stone quarries" and it is staring at us right in the face and not only that... Feldspathic Sand may have applications as a base form of Organic Fertilizer that is particularly prized and valuable in today's depleted fertilizer World. Prices that are routinely around $200 per ton can fetch at high as $450 per ton for premium material. A little known fact is that the island of Nauru in the South Pacific with a fertilizer deposit about the same size as Azco's estimated reserves, began to be exploited some 25 to 30 years ago, catapulting the island's fortunate residents from the poorest people to at $50,000 per person, the richest per capita incomes on the Planet. That is until their resources became near exhausted and bringing them back to earth with a thud as their per capita income has since shrunk back to third world levels.
The analogy in this story is how wealthy the 7,300 resident shareholders of Azco are likely to become overnight as the elements that have taken some 9 months to put in place, begin to be realized and the Investment World begins to figure out what is really going on...
And the better part of the story is: We are not an island in the Pacific that has to ship its products half way around the World to its markets. Our market is right on our doorstep in the backyard of some of the richest and fastest growing real estate and developmental areas in the entire World and on top of that, finds itself in the heart of the most productive surrounding agricultural areas anywhere.
The reason the stock been quiet, is there are a lot of fence sitters waiting for the next major up-move. Last time the stock ran to .30 cents within a few days, but this time the fundamentals are way stronger and the value of Azco's assets have increased significantly.
Don't be surprised if a buying stampede begins to unfold at any time. Let's face it... If you don't get this picture by now, then you better stick with the 1% you're getting from your bank. Earlier this year we witnessed a developing very bullish stock formation with a similar exceptionally long base, just like Azco's and this issue suddenly went wild on huge volume and rose over 1000% in just a few weeks.
The point being: Bases do not happen by accident, especially long accumulative bases such as Azco is currently nicely forming. They represent the smart money moving into the stock, re-arranging the shares from weak hands into strong hands. From a measured move standpoint: Projections for Azco are bordering on meteoric signifying levels which could take this stock from current levels to $2.50 per share to new all time highs.
Blessings
CT
The Real Underlying Reason Azco is such a compelling buy at these levels...
If you like Real Estate, then you should love Azco: Simply put, it's a lot like owning beach front property. They're not making anymore.
The difference with Azco is, it's a lot like buying Real Estate 15 years ago, when prices were fractions of what they are today and not unlike Donald Trump buying that Wall Street office building he practically stole for a measly $1 Million that today is worth $400 Million.
The interesting point with Azco is that comparatively speaking the numbers are just as compelling, because arguably Azco is worth Billions based on the entire size of its massive 7.4 square mile sand and mica deposit with an estimated 100 to 400 year mine life to a proven reserve that has been appraised at between $167 and $212 Million by esteemed Geological and Geophysical valuation experts Mintec. So, adding Azco's proven 3.7 Million ton Feldspathic Sand's reserves at a very conservative $100 M values Azco at $300 Million.
To elaborate on these numbers and really put them in perspective and get a real sense of just how undervalued this company really is at current levels, when one considers that almost all of the 77.76 Million ton ore body contained within a near 7.4 square mile deposit is vendible, with the most abundant portion of the basic ore component being Felthspathic Sand comprising approximately 90%, that once processed, can command prices of up to $100 per ton for specialist construction industry applications: The already drilled and proven part of this massive deposit at just 5%, has a gross valuation approaching $300 Million and a net value near $100 Million. The estimated reserves for the sand alone potentially equals some 20 times that amount, ie: $6 Billion and $2 Billion respectively.
But that's not all, Azco may soon have a Silver lining and potentially a Golden one too, not to mention Platinum or even significant copper linings. Since W. Pierce Carson, PhD, former Geologist for Exxon Minerals and one of the World's premier Explorationists has assumed the role as President and CEO, he has publicly declared that he intends to redirect the strategic future of Azco to include the acquisition of high quality Gold, Silver and Copper resources that could add significant additional value to its already considerable Mica reserves and the unrealized value of its veritably enormous Felthspathic Sand reserves that could potentially supply the state of Arizona for 100+ years. And that's the other point... How many companies can boast reserves that will likely still be mined long after most of us are gone. How could such an opportunity like this go un-noticed for so long? Just ask 'The Donald' how smug he must feel about his acquisition on Wall Street that nobody could foresee. That has to be one of the best deals ever made by anyone and Azco represents a similar opportunity right here, right now, just like the building on the corner no-one wants: Suddenly everybody wants it...
Just yesterday, Donald Trump himself was featured on CNBC whining and complaining about the price of cement doubling and about how much he is having to pay "through the nose" for building materials, such as sand and stucco. Helloooo! Azco just happens to be sitting on one of the largest sources of stucco base in existence in the form of Feldspathic Sand, that with a little bit of processing and value added to it becomes a 180,000 tons per annum production output that can be priced very competitively and sold into what is fast becoming an insatiable 500,000 ton annual demand in Maricopa Co., Arizona alone, representing one of the fastest growing counties and metropolis in the entire United States, that get this, has to import almost all of its resources from California and Nevada at hefty premiums that have increased steadily over the past year or so due to growing shortages and "through the roof" transportation costs.
If you need any further convincing: Just over 6 months ago on Louis Rukeyser's Wall St., award winning fund manager of the $5.7 Billion SoGen Funds, Jean-Marie Eveillard, when asked what he was currently considering as the best new areas to invest in today, given the market's already meteoric rises in many sectors, strongly emphasized the particular attractiveness of stone quarries, mineral deposits and other in-demand raw-material resources, describing them as 'extremely valuable' and a great new way to insure one's portfolio with a longer term real assets type lifetime style investment at this particular time for the resource oriented decades ahead.
He also pointed out that many of these exotic resources are becoming increasingly scarce or even substantially depleted and how it is becoming difficult to develop new properties from scratch in certain areas, thereby rendering established turnkey properties such as Azco's even more valuable in light of this. How prescient he was back then in light of how things have unfolded to date with price rises.
Folks: The glaringly obvious for those who can see it is: Azco is not just a stone quarry. It is the "mother of all stone quarries" and it is staring at us right in the face and not only that... Feldspathic Sand may have applications as a base form of Organic Fertilizer that is particularly prized and valuable in today's depleted fertilizer World. Prices that are routinely around $200 per ton can fetch at high as $450 per ton for premium material. A little known fact is that the island of Nauru in the South Pacific with a fertilizer deposit about the same size as Azco's estimated reserves, began to be exploited some 25 to 30 years ago, catapulting the island's fortunate residents from the poorest people to at $50,000 per person, the richest per capita incomes on the Planet. That is until their resources became near exhausted and bringing them back to earth with a thud as their per capita income has since shrunk back to third world levels.
The analogy in this story is how wealthy the 7,300 resident shareholders of Azco are likely to become overnight as the elements that have taken some 9 months to put in place, begin to be realized and the Investment World begins to figure out what is really going on...
And the better part of the story is: We are not an island in the Pacific that has to ship its products half way around the World to its markets. Our market is right on our doorstep in the backyard of some of the richest and fastest growing real estate and developmental areas in the entire World and on top of that, finds itself in the heart of the most productive surrounding agricultural areas anywhere.
The reason the stock been quiet, is there are a lot of fence sitters waiting for the next major up-move. Last time the stock ran to .30 cents within a few days, but this time the fundamentals are way stronger and the value of Azco's assets have increased significantly.
Don't be surprised if a buying stampede begins to unfold at any time. Let's face it... If you don't get this picture by now, then you better stick with the 1% you're getting from your bank. Earlier this year we witnessed a developing very bullish stock formation with a similar exceptionally long base, just like Azco's and this issue suddenly went wild on huge volume and rose over 1000% in just a few weeks.
The point being: Bases do not happen by accident, especially long accumulative bases such as Azco is currently nicely forming. They represent the smart money moving into the stock, re-arranging the shares from weak hands into strong hands. From a measured move standpoint: Projections for Azco are bordering on meteoric signifying levels which could take this stock from current levels to $2.50 per share to new all time highs.
Blessings
CT
