OZL oz minerals limited

takeover thoughts, page-8

  1. 2,012 Posts.
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    DB, the notion that BHP could make a takeover and sell everything but PH (the jewel in the crown) is highly likely in my opinion. If they judge PH to be worth $US 2 billion, they would recover the takeover price reasonably easily, especially with GG and Matarbe already gone.

    On this assumption, I would suggest at the vehicle used by OH to buy Matarbe would be extremely interested in Sepon. Just issue a few more shares - I reckon he would get a lot of support.

 
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