The next Quarterly Report will be coming out soon, and since I know OZL managers are keen readers of this forum, I thought we should help them frame the report with what we expect to read.
For instance, whilst i expect the production figures are still on target and hence a solid quarter, I would like to see some of the following:
- An update/restatement on the Share Buyback given recent price falls. - An update on Strategy given we may be moving into a period of financial uncertainty. Things like Hedging strategy (do we need it?). - Would like some assessment on impact of Carbon Tax although it is probably too soon this quarter. - An update on what is going on in SE Asia and overseas - An update on exploration at PH and rest of SA - Plans to move OZL HQ from Melb to Adelaide (Lower Cost and closer to Ops). Some export is going out of Adelaide you know. - Has the consolidation worked the way it was expected?
Your thoughts on what you would like to see
OZL Price at posting:
$12.97 Sentiment: Hold Disclosure: Held