recent eureka report article re oh factor

Just reading article by Tim treadgold in Eureka report released last Friday. IMO interesting reading ...please draw your own conclusions I m just providing info. DYOR

FYI Summarise as follows:
CGG's differences from other explorers becomes apparent when surface scratched as do parrallels between CGG today and OXR 10 years ago.

Reasons given for similarities and why CGG may feel like OXR of 10 years ago
Commodities
OXR started with Seppon Copper/Gold In laos Cgg similar in Saudi
Discovery
Sepon discovered by Rio and sold to OXR as advanced prospect ready for development. Jabal sayid was discovered by French geological survey org BRGM and given to saudi Govt after some prelim work being financed
Location
Laos on China s door step. saudi within easy shipping distance India and Europe
Management
OXR originally staffed mainly by ex Rio. CGG led by ex RIO exec who recruited 2 ex OXR with other execs from BHP and Barrick Gold
Stockmarket
CGG share price can be compared to OXR s early year,s when genuine penny dreadful trading below 10c until mid 2001 Metal Market
OXR started mining at Sepon when copper price depressed . CGG also working towards mining start as metal prices fall.from highs.
Ownership
OXR bought 80% Sepon in 1st transactionthen aquired 20%, CGG own 50% Jabal Said with Saudi family owning remaining 50%

The article states that although many similarities to OXR "One of the big differences between OXR and CGG according to Ines Scotland (CEO CGG ) is is that CGG didn t have to pay Jabal Sayid and niether did JV partners . It came directly from the govt ,which is keen to see the development of a modern mining industry "

Some real food for thought inmo DYOR and I confirm I hold both OZL and CGG