OZL oz minerals limited
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ozl strategy, page-23

  1. Horsetrader1
    5,227 Posts.
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    06/08/11
    16:02
    Post #: 8783734
    EL,

    You make some good points, and I would agree that $750m cash is probably too conservative (unless the OZL board knows a lot more than we do - which - I would hope is the case!!!)

    The only caveat that I would add is that the board may be wanting to do an accelerated development of C and Munda. Remember that cash burn could be quite substantial for this case (much greater than P Hill free cash flow), and the board may be holding the $750m in reserve for this.

    HT1

    p.s. Any other alternatives other than AOH and RXM?

    OZL Price at posting: $12.08 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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