I can't tell you what the exact EV for GRR is. But I can you...

I can't tell you what the exact EV for GRR is. But I can you there's no way AGO's market value should be $150mil more than GRR's. Nor should it be $100 or $50mil more. IMO (in my opinion) GRR's m/cap should be +150mil on AGO's.

GRR's board of management have been sitting on $100mil+ Cash for donkey's ages. That's shareholders funds! Either use the funds to build shareholder's wealth through acquisitions or developing existing assets or return a large portion of the Cash back to the shareholders and let the shareholders see what they can do with the funds elsewhere.

Again, IMO (in my opinion), the next dividend announced should be a lot more than 2c. There should be a special dividend of 5c, if management don't show that they have well designed plans to use the funds for the mutual benefit of us shareholders.

Some action to correct the value of our investment (sp) and return of investment (funds) is well overdue. I know a few long term shareholders have gotten sick and tired and given up, cashed out and gone away, but be glad to hear opinions from any of you that are still here holding on.
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