OZL possibe Scenarios, page-56

The problem as I see it is this:
BHP has OZL by the nuts:
Currently negotiating off-take agreement/s.
Without OZL having acceptable agreements then...
well OZL becomes a natural short.
BHP stops processing OZL product ...
then $25 is looking like a good bid?

Disclosure: I don't currently hold OZL but I do hold just about every other miner.
My current view is that BHP will offer 10% more and OZL will roll-over before the BHP induced SP collapse.

Sorry guys: big boys get what they want.
xanax