SOE souls private equity limited
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trouble in paradise...., page-3

  1. Ralphi
    381 Posts.
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    18/01/07
    13:34
    Post #: 2121730
    Also I note SOE heavily overweight TLS in the listed equity part of the portfolio. this is a probably reason for the big NTA jump (and given TLS performance in Feb should help again next month)

    yes I am a bull on SOE (like I was on VTP 2 years ago)

    Ralphi..
    SOE Price at posting: 0.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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