LRF 0.00% 71.5¢ linq resources fund

holds ags, page-15

  1. 743 Posts.
    Yet again lots of strong moves for the month, but after last month I'm not sure I have a good handle on their portfolio anymore.

    That said I have them +5.9% for the month to $1.483, the buyback so far would push that up to $1.49. Looking to December there has to be a decent chance the WTE run will continue.

    The buyback strategy seems to be to double the volume on any particular day, only 3 days has the buyback volume been over 50% of the daily volume. Mostly it's right around 50%.

    On them seemingly buying none back on the 29th the last 2 days haven't been filed yet but they missed a day earlier and you could deduce the missing day from the notices either side. So the same might happen this time.
 
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