LRF
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0.00% 71.5¢ linq resources fund

Looks like a 31.6% discount at 31/3 NTA $1.06 and current sp @...

  1. alanab
    489 Posts.
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    08/04/10
    10:44
    Post #: 6545977
    Looks like a 31.6% discount at 31/3 NTA $1.06 and current sp @ 72.5. This is before the recent activity on Lihir and the Riversdale increase on the back of MCC activity.

    I am also really interested in the brazil float potential and will hold till that comes through

    Overall, I think as at today, discount will be approaching 40% which is good value
    LRF Price at posting: 72.5¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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