Ann: Kyckr Contracts Update, page-55

Big spread on KYK right now.
Solid structure of 344mil SOI. Large spread shows it's illiquid and becoming more tightly held.
It's being held tightly for good reason.
Interesting next six months coming up.

I last topped up in the low 4c region recently, and have another order in the queue down there, but don't think it will be hit again.
Portfolio is well overweight on KYK already anyway, so I'm extremely happy with my long term hold.