Yep. The market was already aware that there is a circa 40%...

Yep. The market was already aware that there is a circa 40% discount to NTA at ~9c/share. But, as of the ASX announcement last week, the market also now knows that NTA is rising based on the performance of some winners in the portfolio (which is rare for listed VC plays right now in this macro-economic environment: see TVL for a case in point). Mr Market is stirring. For me, the direction that the NTA is moving in is way more important than the discount (or premium) of the share price to NTA for a listed VC company. Luckily for us as potential investors, it seems like we have both: a discount to NTA and a rising NTA...