12 cents capital return , page-8

Wally,
That's because, from all that I see and read, the company is very very different to the OZL during the GFC.

New CEO with shareholder interests at the forefront. Big tick. (Compared to the previous CEO, who sold out WMC and Olympic Dam for a song, and then tried to sell us out to the Chinese for a song)
New board with shareholder interests at the forefront. Big tick. (Bought C for a (IMO) song. Where else can you get a resource of that grade and size for that price in the developed world? I am not aware of any.)

Happy to take alternate points of view.

HT1

(Wally, why is your sentiment LT Sell?)