Been Following This...for a while and having a hard time understanding it. Sure Dacha has a warehouse with REE's that have gone up in value and will continue to do so as long as they hold but not for the indefinite future.... So as the sell as they have done with the last 2 sales and increased their cash position, what can they do to increase the value of this cash position.... Hard to get a good buy anywhere on any future inventory. So, as they sell and bring down their inventory and increase their cash position what is there in the future to increase the NAV beyond the inventory value going up ?? I see this as maybe a short term investment but have lots of trouble with the long term strategy here... Comments ?