Not sure yet. I think I'd still get a 100%+ return on the incremental investment in the next 6 months i.e. end of Q1 2025 (or within 12 months under an IPO scenario).
With any other investment then I'd jump straight at it (i.e. 100% return in 6 months, 200% annualised) but having already made a decent (unrealised) multiple, not sure I want to increase my exposure in an unlisted investment. It's a question of good return vs risk/liquidity.
Got 24hrs to decide!
@donteatme there was no mention of any way to sell down. I'm not sure I'd want to at the moment given the proposed activity over the next 6 months.
