@tuoquhoy
possibly
though by that logic SVL should be much higher value/Ag oz than IVR or ARD - especially ARD. It is after all 3-5x the ounces and far closer to surface and far more economic as a result
yet SVL currently trades $1.65 Ag/oz vs $2.20 IVR and $1.90 ARD
its more like - its either economic and re-rates with the commodity its attached to - or its not and stock just runs along the bottom
i do think it depends a lot on the strength of the case made by the individual management team's though
WSB/potentIal PM sQuEEze, page-413
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