re: Ann: Quarterly Report Presentation - Dece...
My thoughts on the Quarterly Report.
A good, solid report. Not fantastic, just good and solid
Cambodia exploration hasn't gone that well for Ozl. Copper production a little lower than expected.
Exploration results around PH look good Momentum gathering on other exploration projects around PH, Mexico, Chile and at Cobar Gold production better than expected Cost of production fantastic
Concerns for me include: - Not sure what we are doing with SFR. Has been good investment but not sure if we have any plans or strategy around it - Typos etc in report. Whilst this may be seen as nitpicking, I think it reflects on quality - Cambodia not looking good. Had high hopes there, but not living up to them. - No mention of forward strategy (perhaps this quarterly report is not the time or place for it, but I think last year they announce some strategy in this report.
These are my initial thoughts and I look forward to discussion.
Regards
OZL Price at posting:
$17.35 Sentiment: Hold Disclosure: Held