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18/05/11
19:33
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Hallo Ville,
At the AGM there was a clear statement that the
Board felt under no pressure to do anything.
I feel inclined to let the SFR Board do all the
worrying. Bearing in mind that one fifth of
the benefit will come to OZL.
If there is some future problem then OZL can
move quickly.
As always 'finance' is all about risk.
And, too much drag on PH cash flow may diminish the div.
Carapeteena analysis may be complicated by the now approved
expansion of Olympic Dam and 'near future' drilling results.
All just to contribute to discussion. HC42
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