if bhp choose not to exercise the ozl option then i'm sure there will be a few other suitors that will seize the additional data generated by hav/ozl and advance the project. at least we have a benchmark value for the project.
several options; igo, sfr, s32, teck, and anglo american are back in aust with $$ to burn for cu projects.
also think about what riley findlayson has just done with gmd, small company with great management putting together a great deal that.
i guess anything is possible, but how to invest with that sentiment?? for me that is simple, buy companies with strong and robust resources because at some point someone will extract those resources - but that is my investment strategy, not advice.
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