Vill you help me vith my rucksack?
BSRT.L (overview): Trading at 42% NAV discount; holds Futura (met coal) at 2x P/E generating £8.3m PAT annually, Cemos (cement) with £15m EBITDA by 2025, Bilboes gold royalty worth £33m but valued at £8.2m, and BlueMoon copper/PGMs. Combined could generate 60.8% yield while macro tailwinds support TUN (tungsten) upside potential.
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