This compnay is not well diversified at the moment (40-50% zinc from slides I rememeber seeing) but zinc has dropped so much I see no reason to get out just now. PH has been expensive but I feel it will be a cracker for OZL.
I just can't understand how people get upset at the price now - crying about the merger. You had you chance to get out higher, hindsight is a wonderful thing, move on.
BUY, SELL or HOLD.