Probably out of context here but the drop in NST/SAR price drop was easily discernible since the merged entity was going to be kicked out of he GDXJ resulting in the sale of US$500m shares. With RRL I currently have an EV of A$1.487Bn which give me an EBITDA (i.e PoG-ASC with correction for hedging) of 3.22 which is excellent value (i.e NST 6.07, EVN 12.38 (very expensive), RSG - 1.93 - but as you say a basket case). Current like RRL intrinsic value but if McP comes through it will boost it considerably.
RRL Price at posting:
$1.78 Sentiment: Hold Disclosure: Held
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