GFL global masters fund limited
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Ann: Monthly NTA - June 2019, page-5

  1. danbradster
    7,182 Posts.
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    08/07/19
    14:26
    Post #: 39421969
    Well, I reckon the 'SP down, NTA up' trend cannot continue much further. If so, the discount would be so great that somebody would come in to suck up some shares and then do something about it.

    So I'm guessing the discount ratio will either stay as it is, or improve. Then it just depends on the performance of the underlying assets, and whether anything is done about the discount.
    GFL Price at posting: $1.87 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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