nta of 79 cents, page-3

I agree, I can't find any share price information relating to Ferrous Resources and this makes up 19% of the fund. Maybe someone else can shed light, anyway I have written to LRF for clarification on how this is calculated, I wont hold my breath though. I dont like to admit it, but they were spot on regarding Atlas and Ferrous does have a very big resource.

As for the NTA, next week's could be very interesting RIV, AGO and WSA are all up over 17% this week, IGO up around 5% and they make up 25% of the total, so it appears to be strong. Lihir is down about 4% for the week. Let's just hope they are buying some good stocks with the cash they have.

I will post a reply if Clive decides to answer.

P