I did the calc from taking the discount as 15c and multiplied it by the number of shares purchased and it added $47,000 to the portfolio. It really only made up 0.1c of the increase as I could work out. So the updraft in NTA has to be 99% related to the portfolio working again.
Relatively happy although we are into volatility again.
Ann: Net Tangible Asset Backing - April 2019, page-6
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