Some other comments from the data,
OZL share price has gone no where in 3 months, PNA has risen 10%.
The Dec ratio for the two companies is very close, OZL has come up when compared to PNA. (OZL 85% of PNA in Sept qtr; 95% of PNA in Dec qtr) The implication here is that OZL had already had priced into the SP the P Hill increases.
BTW - there is an interesting interview with Terry Burgess in Business Spectator. See link below
http://www.businessspectator.com.au/bs.nsf/Article/OZ-Minerals-pd20100121-ZW3YF?OpenDocument
HT1
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attn. horsetrader, page-5
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