I agree with your thoughts HT.
I don't believe the SP will drop below 90c unless there is significant movement in Copper price down. If it does then OZL becomes a "screaming buy" for the long term in my opinion.
Have you any information about what the exploration assets in S-E Asia may yield and if there is any current exploration. My understanding is taht they are close to where SAU are exploring and PNA are mining. I also wonder why these were excluded from the MM deal
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