hotwolf, would you agree that ozl have become a riskier proposition over the last 12 months, and in particular the last 6 months? So if cba are entitled to increase their margin as a buffer against the additional risk, why wouldn't they? Oz are eating through their cash - approximately $700m they've gone through since June, which I didn't realise until these recent stories. At this rate they will run out of cash in the first quarter of next year without selling assets.
OZL Price at posting:
0.0¢ Sentiment: None Disclosure: Not Held
