I'm guessing that the reason they took the unusual step in...

I'm guessing that the reason they took the unusual step in stating Feb performance (only for WGB) in the Interim Results was to allow Geoff Wlison to buy shares on market. It would have looked very dodgy if he had been buying up with that inside knowledge prior to yesterday's monthly report. Solid ASX compliance work, Geoff!

I would also add that out of the universe of LICs Geoff has access to, he has chosen to put money into WGB. Hard to believe investors are still offloading at these prices. Why did they bother to get in to then sell at 15% discount to NTA. I think Catrina is very solid and was very nimble to keep/increase a relatively high market exposure when circumstances changed (many funds have been caught in high cash weightings). I'm expecting her to outperform over the longer period and this NTA discount will eventually be a premium. Give her another year.