ELThat is why I started this thread - to get some discussion...

EL

That is why I started this thread - to get some discussion going.

Agree re Cambodia. I think there may be a couple of buyers.
I would keep Chile for a bit longer and not sure about Cobar.
Also agree to continue to get things moving at Big C.
Must admit to being a bit disappointed at this stage with exploration results, but as a mid tier producer with plenty opf cash reserves, OZL probab;y doesn't see the need to "stroke" the market as other explorers chasing cash do.

I agree re Hedging at this stage.

HT I think you can add some problems at Olympic Dam at the moment may also be feeding into a shortage or fear of shortage in copper. I find it interesting that Olympic Dam seems to have had a few problems yet down the road PH just seems to be ticking over. Different sized mines I know.

If copper does go to $5 it will provide more impetus to get mines up and running. The Machiavellian in me says this may be just in time for the next GFC when OZL with its cash reserves can pounce.

Final point. There are lots of skilled people in Adelaide (just look at Mx and me). I remember when I was in Iron Ore in WA almost half the people at the mines seemed to come from SA.

Regards