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Hi Mike,

First off, I wanted to say that I really appreciate your work and especially your contributions to SpOps. Secondly, I would like to thank you for RA. While it has pulled back quite a bit, I'm still sitting on a nice gain and definitely outperforming the market. Finally, I really like this pick (especially indirect bankruptcy play) and am contemplating a RL purchase. To that end, what does your downside analysis for RKT look like? Or, put another way, what do you think the margin of safety per share is based upon tangible assets while we wait for people to gain a better understanding of the earnings power of the reorganized Smurfit as well as wait for acquisition synergies to manifest.

long RA
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