anyway thanks ville - your post so far I feel is the only meat and potatoes post where you have put forward your thinking.
Reason I started the thread was to ask for CEO strategies ie. I felt that TB may have not made the best fist of it and wanted to guage what others thought and you seem to have summed it up pretty well. It's what we always thought - the 10:1 consolidation was a mistake, the capital return was a mistake, not moving on SFR was a mistake.
The only good points were that he did buy into SFR (only to pull up short) and Carrapateena. The best mark you could possibly give him is about 30%. The comparison with PNA is appropriate at CEO and board level where you're probably looking at 80 to 90% score.
Really hope ozl finds its feet real soon and share holders have something to smile about. One step more I hope our whole market finds something to smile about. Many are way of 9 to 12 month high's
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