I have just come across LML. I hold RNU wasn't aware they are neighbours. Both look like having a bright future. MC are the same for both. RNU however is expecting an NPV of 6 times that of LML with significant less operating costs. Both stocks appear undervalued but RNU more I think based on its NPV forecast of about $500m vs $80m for LCL. A merger at some point in future would make sense.