Dasa,
You are right, OZL should be compared with other producers only, not with exploration or development phase companies. BHP,RIO,ABY and PNA are appropriate.
If one is to caste the net wider, then I'd be looking at the likes of WSA,IGO,MCR,KZL and FMG.
I understand how SFR and LOM got into the mix though, and it was useful to show how comparatively volatile they are in comparison with the producers I guess, and to illustrate the selection bias of one poster.
IMHO OZL will under TB prove to be a successful plodder, not a star, but to build long term wealth on par with the better of it's peers over the long term. You don't go to companies like OZL for a ten bagger, or as some sort of (usually illusive) get risk scheme.
EL
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