yeah basically NTM and everything else is irrelevant now.
Today our holding in DEG increased from 213 Million to 257 million
Our value increased from 211 to 222 Million in response.
A clear 16% arbitrage opportunity exists right there, and there are big boys all over DEG, so why aren't they jumping in here? You get all the other stuff for free. I guess markets are just imperfect, or they see negatives in how DGO is managed.
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