I agree with Sirloin Steak that 'this thread has become the single biggest waste of talent anywhere on Hotcopper'. Some really good analysis and knowledge. Why do you guys (and I) waste time and money with OZL?
For me its just a roughy which comprises about 2% of my portfolio. But this is the first and often only stock specific thread I go to on HC, because the quality of the discussion is high (well beyond my limited understanding of the mining industry). I'm just hanging in waiting for the miracle turnaround (game-changing discovery, bargain aquisition, takeover target. This one is beyond reason - a little irrational personal obsession. When will I be vindicated??
OZL is a FASCINATING story compared to my other very conservative holdings ANZ, CBA, WBC, WES, BHP, IAG, ORG, TLS etc(my income streams)
Do you guys have much skin in the OZL game? If so, why??
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