I don't think posco would be that silly to sell into a low part...

I don't think posco would be that silly to sell into a low part of the copper price cycle.

I'm bemused a bit with ozl, they seem to get a lot of luck but not do much with eg they sold all those assets for billions of dollars when they were on a knifes edge, they bought sfr at a good price. Yet the company is still just a one asset business.

Somebody could make sfr a really good investment with all the untapped potential of the doolgunna region. Clearly it won't be oz.