BR,
I agree. I hold both stocks and I think BHP has to much going for it at the moment with POO and IO neg. expecting a significant rise. I feel BHP may fall into the 43s but with takeover spec on RIO it should hold.
As for ZFX I believe that people were expecting OXR to make an offer or the vice versa. Since nothing has been forth coming, no CEO and the ex-div many have probably pocketed the dollars and are waiting for the up trend. I have held throughout and believe that it is only going to be big companies that are going to survive the battles for metal. If your not producing now or in the next 12 mths watch your back!!! There are lots of big fish that are securing the major overseas contracts and looking to grow. Finding good mining equipment, engineers, general staff and most importantly rail and port locations will be the key to the next 36mths MHO.
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