Low cash reserves from OZL and missed out on Northparkes and can't afford a $1b SFR. Makes IVA suites that criteria for OZL's target. Low sovereign risk as well. I can' see OZL going into Africa eg. DML.
http://www.macquarie.com.au/dafiles/Internet/mgl/au/apps/retail-newsletter/docs/2013-08/OZL150813e.pdf
ozl broker report - macq mentions iva
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
