KBC keybridge capital limited

With KBC make sure to allow an impact from the write down in...

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    With KBC make sure to allow an impact from the write down in their Aurora acquisition but even after that I was thinking their NTA should be 20cents. Though interesting to see in the Wilson announcement they mentioned something about a 15-20 cent range, guess it is standard games from the aquirer.

    When looking at HHY keep a very close eye on CSE. I think this holding may be 25-30% of the HHY portfolio now even? Obviously with CSE, watch SYR because all that CSE is a vehicle holding an SYR stake.

    Hope I didn't confuse things there!
 
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