IN answer to would OZl T/O CZI answer is no (IMHO). They have a...

IN answer to would OZl T/O CZI answer is no (IMHO). They have a company policy to fund explorers and move to senior partner in JV later. This policy would get torpedoed by that ( except in a defensive situation)

What I do see happening, if CZI have trouble raising $300m is OZL lifting their stake to say 80-85$ at 20c odd a share. Part of that will be the overspend (on the $50M) of OZL's funds they used in getting to BFS.

That will have two benefits:
1) reducing the amount CZI have to raise.
2) reduce dilution as CZI have to issue far fewer shares at 20c odd.

In the meantime CZI should be working hard on pricing the best deal they can for metal streaming wich in turn will guide the agreement they come to with OZL.

But we know all these thing s. I'm putting them down for newer holders.