interesting to see fundies coming on board and increasing their...

interesting to see fundies coming on board and increasing their allocation. Samuel Terry Asset Management has 13.13% of the holdings, Almitas Capital (based in US) has bought 7.8m shares and increased its holdings to 8.24% in the past 1.5 mths (they have bought approx 7m shares in May). Other than these 2 fundies, Mirabella Financial (which is Staude Capital - Global Balue Fund) also has 2.8% followed by C&D Capital Investments with 3.2% and Ocean Capital wiht 1.4% (i think they could be David Kingston's entities??). I think 2023/24 will be an interesting year for URF corporate action and hopefully close the massive gap between market vs NTA.