Ann: Change of date of Annual General Meeting, page-10

I know that an opportunity will present itself, but I feel all the obvious opportunities are more obscure than they were. I have made good money on CDM, WIC and SEC in the short term and others such as BAP and CSL are rising with the market. Other opportunities may arise, but I believe that the discount to NTA has closed significantly and therefore the degree of risk has increased. By the time we get our money from ALF, the COVID scenario may be clearer but there is really nothing on my radar at the moment where I could say “if I had $50k, I buy A, b or c”. Let me know if you have an idea ! Regards.