It is sad when the only way for a good miner to hit fair value...

It is sad when the only way for a good miner to hit fair value these days is if you are the subject of a TO. Hopefully this wakes the market up that the sector is very undervalued.

I for one will be holding on to my sleep easy OZL holdings. I have owned this since the Zinifex days. Even though I hold a fair bit of BHP too it is really to my advantage that they stay separate. The diversification factor alone is well worth it from a portfolio perspective.

I'm surprised that a larger fish have not swallowed Stockman from SOL. More likely it is a testament to AIS BOD/Management that they see value in it and SOL for divesting to the best operator available to get maximum value LT.

The whole sector needs a re-rate else the big fish will opportunistically keep swallowing the smaller ones.