'To say it would have been there in a couple of years is not...

'To say it would have been there in a couple of years is not true, either other acquisitions or solutions to their production issues could have been resolved and the opportunity no longer exists. ' - I respectfully disagree. I reckon Oaktree were facing a complete wipeout on this investment and would have signed up with a monkey to save some of it. But I'll be very happy to be proven wrong
'One thin you can be sure of is the team is extremely talented and given they know the mine already very well this is not a "punt". ' - again, when they start putting money in the bank I'll agree. At this stage some of their judgement is very questionable - but we'll see.
The one thing you cant argue about is the market. And at this stage they dont like it.