Frustrated holders of mighty big red need to lock their shares in a drawer and focus on something else for a while. The AFL and NRL season is drawing towards what should be an amazing finals series. RVR isn't going anywhere so why worry.
RVR is tracking brilliantly; perfectly in line with market expectations and most importantly my expectations. Teething problems can affect any company. Am I worried? No.
All companies factor these things in and all swiftly move on. Just look back to BHP's disaster in Brazil and the recent iron ore price crash. Life's not about how many times you get knocked down. It's about whether you get back up. BHP got back up and now look at em. Wish I'd piled in at 14 clams.
RVR is the disco in the Zinc space and when the lights and music turn on, right in the middle is where u want to be. Loaded to the hilt !
The supply deficit gets better every day and the conditions for RVR to prosper one 'producing' continue to get greener. Crickey, they're magical conditions that are only heading in one direction.
All the talk about the SP being held down or held back is garbage. People buy and sell everyday, that's the market. Scalpers have had a field day on the rise and fall.
The re-rating will come, and when it does you'll be very pleased. In fact you'll be stoked.
The boys in the mine getting covered from head to toe with crap for this company aren't stupid. They know what's going on and so do The big investors with a nose for a good investment. Extraordinarily and fundamentally de-risked says it all.
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