Dasa,
Is the noise you are talking about coming from the analysts and newspapers or from HC or from some of the merchant bankers?
I think the current sp of both SFR and CDU has a fair bit of hype and "blue sky" built into them.
Takeovers are always expensive, and a better way to get access to good resources could be J/V's with OZL providing the cash and management knowhow in bringing a project to production (P Hill was well executed) for maybe 50% of the output. If SFR or CDU was willing to do that, I would be OK with growing OZL copper production like this.
HT1
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