Wholly agree but... a. When are they going to work out if they want to continue the fund or not, b. If they are, When are they going to deploy the cash reserves and c. if they aren’t going to be a fund manager in the long term, why hold stocks like CCL which may be a longer term turnaround situation ?
Divvies ARE good but I’m not aware of the SP being at a significant discount to the NTA, that CVF should bounce hard ? Even if they did get rid of CCL ?
Wholly agree but... a. When are they going to work out if they...
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