KZL 0.00% 12.0¢ kagara ltd

You know Syd, a lot of us have been in this game for a long...

  1. 1,686 Posts.
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    You know Syd, a lot of us have been in this game for a long time. I worked as a tech consultant for the company in your email tag, Sino Mining many moons ago and whilst I appreciate your support and interest in KZL, frankly I find your talk that OZL wants to buy KZL assets ludicrous. It's a complete strategic mismatch. You are talking about a company - OZL - that clearly wants T1, T2 assets, contrasted against those of KZL which are mostly T3, T4 and possibly a one T1 asset.

    It doesn't make any sense and frankly anyone here --gutters and holding sellers-- don't have much time and patience at this point for a lack of clarity with respect to KZL's strategic imperatives.

    You talk about KZL being a copper play for example, but they have never aimed to be one, and you fail to mention a thing about it's zinc business, where all of KZL's future hopes lie. This is in stark contrast to OZL, whose future is in copper and gold. Anyone, seller/buyer or otherwise knows that - so what you are purporting comes across as not making sense.

    I personally couldn't care less about who you sell metal contracts for and at what price. I only care about how much zinc there is in warehouses in Shanghai and on the LME and and how much demand there will be for those metals in the immediate future.

    I am sorry to be somewhat forward, but I think I am just saying what others have concluded and we are getting too old and impatient to waste time saying it otherwise.

 
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