The worrying part of this is that the daily NTA isn't really...

The worrying part of this is that the daily NTA isn't really reflective of the real position. Most stocks are illiquid so any attempt by a large shareholder to reduce will exasperate their respective declining SPs.
I like SJ and I bought FOR as part of my longer term strategy. But I took the pain and sold recently thinking I'll now place those funds in a multitude of hard hit shares, but not yet.
Likely more pain to come unfortunately.