Hi cloudwalker
BLT - i sold a stock in smsf to make room for BLT, phoned the company to ask about convertible note - never got the call back. Ended up leaving, will re-evaluate if they give La Jolla the flick.
Other companies i know of with conv. note funding by them are SSC, ESI & CDY.
NAV - possible st hold with REE spin off before end of year, positive commentary on gold today, improving
current smsf holds DGR, DGX, GBP, HRR, MOG, UTO
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