LRF linq resources fund
Add to My Watchlist 0.00% ! 71.5¢

Thanks for that. It is a bargain at these levels, especially as...

  1. boxhillnorth
    1,592 Posts.
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    12/04/09
    11:04
    Post #: 5005071
    Thanks for that.

    It is a bargain at these levels, especially as now has a good cash holding.

    Only concern I had was how they value their No. 1 holding (Iron Ore Play). Hopefully they are not using the July 08 placement price as that would be way above realisable value given decline in markets since then.

    LRF Price at posting: 43.5¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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