re: re:zfx hi whetu. KZL is not as liquid as people think. Top20 own about 50% of the stock, that's pretty tight. Not too tight but up there. Anything over 60% is getting to be prety illiquid. The other thing is that most FM arn't in KZL. This could be a potent mix SP wise if they suddenly realise they need to get in.
If we assume there will be a new plant in Chillagoe (we can already assume that, we just don't kow how big its going to be) we're talking net profits around the $70M mark per annum from 2008. I'd say they would want exposure to that kind of story?
Anyway, KZL is a CSM in the making and along with CSM a mining house for the future IMO. Every boom brings new leaders.
re: re:zfx hi whetu. KZL is not as liquid as people think. Top20...
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