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Ann: OZC INTENTION TO ACQUIRE MORE IMAGE SHARES, page-20

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    Edshann
    Stocks are priced on various metrics, for resources generally a DCF or blended model. What does it matter if they have a 3 month or 5 month sales gap if they have 10s of million in the bank and corporate costs are minimal. Isn't it the value of remaining in Boonanaring, inventory and Atlas cash flow as well as other projects that would dictate the value. I would prefer a company with great margins and a sales gap than one with little margins or losses and continual production

    What is your concern about the production gap.

    Be aware of the psychological disposition to see everything negative as a non holder, we all do it to some extent, myself included
 
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