Its interesting that RVT continues to heads in the opposite direction - the RVT holding is worth ~9m, so `16m for all the other assets? with positive cashflow on the horizon. Current pricing suggests almost liquidation type outcomes when the company should be cashflow positive once the toll milling commences. I would be so on the bid if i wasnt already too exposed to this.
Its interesting that RVT continues to heads in the opposite...
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