Page 17 of the Strategy Update:
This is why the market is so skeptical of LLC reported NTA.
I understand Book Value (BV) being written down, because BV has a lot of soft assets that do not have any real sellable value.
But I am surprised at the quantum on NTA write down.
FY23 NTA: $7.81.
Looks like that future NTA will be $6.8 to $7.
That hard NTA is the thesis for many buying at share prices below NTA, however as the NTA shrinks, are margin of safety likewise shrinks.
I hold, but am spreading out the bands on which I dollar average. I need to support adequate margin of safety.
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