Arsenic,Imho PAN is a very irregular example. The bid so...

Arsenic,
Imho PAN is a very irregular example. The bid so conditional that it wasn’t real, it was by the notorious and desperate over-payers at IGO, and PAN just has had such a systemic mess of problems - unfortunately I bought a few last year (after selling my long held IGO buying a heap of CZI, MCR and WSA).

OZL and CZI are both imho far far better in their niches than PAN or the IGO of recent years. The important thing to watch for at OZL imho is what happens when AC eventually goes, IGO changed it’s spots completely with a changing of the guard.
EL