Ann: OZ Minerals to acquire Cassini Resources, page-22

I'm really glad for the support form Salpetie. I believe he has the breath of knowledge and expreience to view it more objectively. That is enhanced by his being a the last AGM. I'm certain his emotional intelligence a.k.a antennae is better than mine.

One point he hit on that needs more airing. The occurrence of CV19 probably put back a clear rise in the Ni price to $7 + by at least 18 months form it's previous trajectory. I've put up a few alternative (Pan & IGO) co.'s forecasts to show their views. PAN is being taken out.

I feel past he last few years and managements efforts to raise funds plus their current feel with CV19 on foot led them to the decision. It may well be right if there is a second wave of CV19 .

It's the second time OZL have bough a co. I'm in in the last 2.5 yrs. It's yielded some insights that I'll post on that separately.