Dasa,
Agree.
I am being a bit bullish on SFR. It was a great coup to pick up 19.9% at the price OZL did. SFR have just gone into a trading halt to release a revised JORC. Talk on the street is that it will almost double to about 670,000t, with more to come. OZL is in the driver's seat here if it wishes to move.
Also, is OZL a copper miner with Gold by-products or a Gold miner with copper by-products? Either way, it is looking good.
Also, notice that they sold their stake in SMC. (It was a dog anyway - but at least they are managing their investments - which is good to see)
HT1
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