current portfolio, page-3

Thank you PickEm there are some good quality venues in the mix. From what I can tell this is a bottom of the cycle deep value with a catalyst play.

With an NTA of 9 - 10c the stock is trading at a >50% disc to an already significantly written down value.

With regard to the Panthers loan what, in your view, is the probability of it being paid back by 30 June 2013?