I am with Ht on the question of who is best positioned to weather any crisis.
I think external factors are playing on OZl at the moment and my suggested big three are: 1. Copper price has dropped in the past few weeks (also stockpiles increased) 2. US have declared war on US banks 3 The Australian Treasury has declared war on the miners in the form of the Henry review. Read http://www.theaustralian.com.au/business/big-losses-to-miners-if-national-mining-tax-introduced/story-e6frg8zx-1225824136569 and get scared. This is a deliberate leak to gauge the people's opinion.
As always - good luck to all
OZL Price at posting:
$11.15 Sentiment: Hold Disclosure: Held