LRF linq resources fund
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an option to close discount gap, page-9

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    666 Posts.
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    14/08/12
    14:16
    Post #: 10566528
    Why would it take that long?
    Most of the securities are listed. I would say they will mop this up quickly.

    The big questions are:

    1. What % of the holdings are unlisted?
    2. How are these holdings valued in the NTA calculation - I assume they are marked to market.

    M
    LRF Price at posting: 68.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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