HRZ General Discussion, page-76

i stil do not see hrz ever needing to build a mill
but hopfully they will and go it alone for the greater benefit of all
i have the view that there are enough mills in the lacality
i still feel there is some milage in a lakewood milling or fml jv or merger
then there is the mungari mill close to kestral and evn once showed interest in that area
then there is nst who recently sold their kundana interest to evn
leaving the kanowna mill with maybe much spare capacity close to boorara
hrz are are trading at close to break up value
and perhaps the majority of shareholders are still underwater ?
so i am thinking hrz are vunerable at this point in time
if this is the case who would be the most likely suitor
evn or nst or slr and perhaps even wgx may be looking ?
would be interested in others views

just thinking out loud

cheers bobby