goodbye aep hello ocp, page-4

after the return the NTA is probably just south of $4 ( circa $3.90-3.95). On this basis it is trading at a 50% discount. I suspect over time that will narrow and perhaps we will see the $2.40-2.50 level. However no more capital returns until they sell something, unless they do an inspecie distribution of the ISF shares, now that would be nice, but suspect they feel they can extract greater value for shareholders by dealing with their stock as a strategic / controlling stake. happy to bottom draw this one and ignore short term moves.