I found it quite interesting that a boring low volatility stock...

I found it quite interesting that a boring low volatility stock like GVF can close up 4% on more volume than normal on the back of news that was easy to foreshadow. I suppose I was slightly wrong in predicting 1.11 as the NTA but naturally wanted to be conservative.

I think it demonstrates opportunities in this LIC space possibly with the shareholder base maybe not as sophisticated and not having the time to do a bit of research. It didn't take much analysis to realise the NTA may print where it did. Obviously we can't be precise but given their currency exposures and top 5 holdings they disclose, with asset allocation also it was reasonable to expect he NTA would rise as it did. But it can help your returns greatly if you are wiling to do a tiny bit of research because it helps to get a 4% free entry price kicker you would have to admit. As I posted last time many shares were offered at $1 when we knew the NTA would print this high.