While I agree with Pilatus 100%, so that we can have a sensible discussion, you need to give OZL posters a reason or two for OZL management to go after CDU.
The fact that CDU will be producing in 2012 is not a reason. HGO and SFR are also producing in 2012 and TB is not going after them, so you need to provide some more information on a) tonnes per annum of copper over the entire mine life b) mine life c) average copper grade over the entire mine life c) C1 cash costs.
Then we can have a sensible discussion on why CDU may or may not fit OZL's strategy.
HT1
OZL Price at posting:
$10.07 Sentiment: Hold Disclosure: Held