Agreed on the jewel of PH, my numbers for PH alone is why i purchased a chunk of OZL when capitulation set in. The Banks have to refinance PH. Hence also my belief there will be a hostile takeover offer made for OZ minerals circa $1.00, especially if a refi is completed or 100% certain by way of Martabe, GG or Seppon being sold.
The easier way to get the same result as a hostile takeover is for AM and BC to resign.
Lets see if I am right.
Refi gets done.
OZL Price at posting:
$5.50 Sentiment: None Disclosure: Held