NAV - i've been in and out of this a few times recently Poly, called the gap fill at 17c recently - i posted on the NAV thread a while back on possible value of Cummins being worth $50m-$100m based on a simple 5 fold increase in value of their REE's from previous independant expert report - there could be an outright sale or spin off, maybe just a hyped up report but it's coming within a week, whatever it is
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