Don't sweat it, page-3

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Recon

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05/09/17

07:44

Post #: 26994642
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Originally posted by JID ↑

Morning Guys,

Everything's going well here fella's ... no need to sweat it or get impatient. RVR is doing everything it should be to get into production and incent key people to put in the extra yards and to stick around LT. Shareholders will get their reward in time.

RVR is coming into production just at the right time. Zn is at multi year highs:

View attachment 714759

Stockpiles are continuing to fall:

View attachment 714762

And this slide from NSU's most recent Deck shows that the situation is not going to improve any time soon:

View attachment 714765

And from Mac Bank's recent Commodity Cycle graphic:

View attachment 714768

After years of a bear market for industrial metals we're now seeing the result ... supply is insufficient to meet even the world's modest demand growth and this cannot be turned back on like a tap. There is a massive hole in the development pipeline that will continue for years despite price increases.

RVR is one of the few VMS mines coming into production in this environment and with very good prospects to add reserves and resources due to the changing price parameters (low grade) and from the multiple greenfield and brownfield exploration that the company is doing and will likely increase once the mine/ mill is producing at steady state.

Patience will be rewarded with RVR:

View attachment 714774

(Assuming you don't get eaten by a bear in the meantime)

Cheers
John

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You beat me to it John! I was just enjoying my morning coffee with a beautiful view of the zinc charts on the ipad and came here to post something similar and I couldn't have said it any better myself.

RVR just keep ticking all the boxes, management are truly professionals and the return to production will come in parallel to what's shaping up to be a higher than expected zinc price. The deficit in the supply chart is beautiful, sub 200k tons is imminent.

Last edited by Recon: 05/09/17

RVR Price at posting: 24.5¢ Sentiment: Buy Disclosure: Held
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