This is a scenario that is plausible IMO and one that has some merit as well
I still think OZL want the lot................but not all is bad as with a smaller percentage and a majority stake they can take some control, retain the likes of TP and Luis and go hard to ensure future projects in the Carajas get to reveal their worth
Once the dust has settled and if Centro licencing/permissions come good the why would I not see OZL @12c or more
AVB Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
