re: Ann: OZ Minerals 2009 Half Year Report (i... This statement necessarily contains a lot of 'noise' from the debacle of the asset sales and re-financing meltdown, but analysts are not going to be looking at any of that - they already have it factored. What they will be interested in is now and the future. A billion in cash and a strongly profitable single, world-class mine throwing off even more cash. I expect upgrades.
The bigger issue for me is: Now that the predators can examine/confirm the current positon, how long will it before one of them moves on OZ and how much will the offer be? An absolute no-brainer takevoer target if ever there was one!
Ann: OZ Minerals 2009 Half Year Report (inc Appen, page-3
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