Ann: Quarterly Cashflow Report , page-4

I am wondering which stocks they will have to sell to get them through the next few quarters. It either has to be SOLG or OBS, since AJQ has now fallen to 15 cents. AJQ once was touted as the crown jewel of the lot. AJQO will probably be worthless, when it comes out of escrow.

NM once clearly said there will be no more CR at hese discounted levels, therefore they have to sell some shares.

I don't think they can capitalise from their Iron Ridge IPO planned in Q1. Iron Ridge should add a little bit to NAV, but everything they do seems to be a short term fix anyway.