Thanks for posting Neptune. The interesting part of that report...

Thanks for posting Neptune.
The interesting part of that report for me was the difference between their NAV of $0.54 and their at spot NAV of $0.78. If like me, you can see further upside for Zn to the current spot and considerable further upside in Cu (which is a significant by product) then this is a great time to be owning RVR. Nearly 50% mark up when you move from their commodity price assumptions to spot. If spot continues to increase, eventually the analyst assumptions will move north also.
Cheers,
Tim.