$5??, page-70

Berlin - you need to have a good look at OZL's balance sheet. In comparison, Kagara was in debt with all sorts of debt facilities in place that it could not meet - OZL is a very different entity - simply put, OZL has a large cash balance with no debt. The copper price and deteriorating global macros are primary factors that are leading to OZL's fall. It's no orphan. I came close to initially entering today under 5.2 but I am also concerned over an impending market correction which niggles me.