I hope very much that OZL DOES NOT touch KZL with a 40ft pole. It has short mine life, high C1 cash cost assets. Not something OZL would want to chase.
Also, HGO is generating cash, but is not covering depreciation. This is not a sustainable business model. The difference, IMO, between the two is currently just a matter of timing.
HT1
I hope very much that OZL DOES NOT touch KZL with a 40ft pole....
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