strategies, page-7

Well folks we've seen what happens when you mix copper with zinc. [Anyone following IGO might add when you mix nickel with zinc too].

Any one for copper with alumina?

Copper seems to go well with gold, but let's leave bulks to those with a bulks mentality, like Andrew Forrest (who failed in base metals).

Copper dominates base metals by mined value, and bulks is all about ports and railways. Hey why not leapfrog into airlines.

Seriously, I am happier to see OZL stick to it's knitting, and to mix commodity exposures at my investment level. How can I do that if every miner has diversified to have a bit of everything?

Anyone else notice how close the OZL sp has fallen towards NTA of $8.02 ?

EL