while he fiddled rome burned, page-12

Hi Mission,

In the pna/ozl comparison chart, how does it reflect the $1.20 capital return which went ex div on 20/5/2011, or is this ignored?

Also, for some longer term holders we have recently received a payout from the class actions. In my case this was equivalent to about 11.4c per share.

The above two equals $1.32 which is about 13% more than the current price, so perhaps OZL compared to PNA is not as bad as it looks. (except for recent buyers who did not participate in the two above.)

Not that important really as hold or sell decisions would hardly be made based on this comparison.

Thanks,

rdmOz