The estimated weekly NTA to Friday 4pm is about $2.05XD. Portfolio value change of +4.99% - dividend. This gives a discount to NTA of around 18% and warrants an immediate return to corp buyback. My calcs assume no weighting changes to known portfolio since last notice and shorts (-38%) and unknown longs track the SPDR 500. We find out on Monday but this is possibly one of the best weeks on record for VG1?
We have also had another strong run overnight in the index and in the known long positions. I also see Amazon closed the MGM movie studio US8.5b deal which gives them ample content to bolster their Prime video content which IMO was needed badly.
VG1 Price at posting:
$1.68 Sentiment: None Disclosure: Held
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